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HB Wealth Management, LLC

SEC CIK
0001911253
Latest filing
Jul 29, 2026

HD holding history

Home Depot, Inc. in every 13F filed by HB Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HD overviewAll 13F holders of HDFull Q2 2026 holdings

Shares (Q2 2026)
680,281
Value
$239.9M
% of portfolio
1.3%
Quarters held
19
Since Q4 2021
Holdings of HD by HB Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026680,281$239.9M1.3%+601+0.1%AddedHolders
Q1 2026679,680$223.5M1.5%−4,990−0.7%ReducedHolders
Q4 2025684,670$235.6M1.5%−1,379−0.2%ReducedHolders
Q3 2025686,049$278.0M1.9%+42,999+6.7%AddedHolders
Q2 2025643,050$235.8M1.9%−42,190−6.2%ReducedHolders
Q1 2025685,240$251.1M2.1%+14,831+2.2%AddedHolders
Q4 2024670,409$260.8M2.7%−14,015−2.0%ReducedHolders
Q3 2024684,424$277.3M3.0%+1,796+0.3%AddedHolders
Q2 2024682,628$235.0M2.7%+5,372+0.8%AddedHolders
Q1 2024677,256$259.8M3.3%+1,084+0.2%AddedHolders
Q4 2023676,172$234.3M3.4%+276,708+69.3%AddedHolders
Q3 2023399,464$120.7M1.9%+3,380+0.9%AddedHolders
Q2 2023396,084$123.0M2.0%+39,593+11.1%AddedHolders
Q1 2023356,491$105.2M1.8%−2,114−0.6%ReducedHolders
Q4 2022358,605$113.3M2.1%+66,401+22.7%AddedHolders
Q3 2022292,204$80.6M1.7%−3,956−1.3%ReducedHolders
Q2 2022296,160$81.2M1.7%+16,807+6.0%AddedHolders
Q1 2022279,353$83.6M1.6%+108,389+63.4%AddedHolders
Q4 2021170,964$71.0M1.4%–No prior filingHolders