The Home Depot, Inc.
CH ˙ SWX ˙ US4370761029
SecurityCH:HD / The Home Depot, Inc.
InstitutionBenchmark Financial Wealth Advisors, LLC
Latest Disclosed Ownership1,743 shares
Latest Disclosed Value $ 573,103
Benchmark Financial Wealth Advisors, LLC reports 10.74% increase in ownership of HD / The Home Depot, Inc.

On April 27, 2026 - Benchmark Financial Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 1,743 shares of The Home Depot, Inc. (CH:HD) valued at $573,103 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 1,574 shares of The Home Depot, Inc.. This represents a change in shares of 10.74% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-27 2026-03-31 13F HOME DEPOT COM 437076102 1,743 169 10.74 573 5.91 0.1587
2026-01-27 2025-12-31 13F HOME DEPOT COM 437076102 1,574 -77 -4.66 542 -19.13 0.1555
2025-10-22 2025-09-30 13F HOME DEPOT COM 437076102 1,651 25 1.54 669 12.25 0.2014
2025-08-05 2025-06-30 13F HOME DEPOT COM 437076102 1,626 -304 -15.75 596 -15.70 0.1971
2025-04-25 2025-03-31 13F HOME DEPOT COM 437076102 1,930 -44 -2.23 707 -7.82 0.2670
2025-01-27 2024-12-31 13F HOME DEPOT COM 437076102 1,974 -55 -2.71 768 -6.69 0.2461
2024-10-30 2024-09-30 13F HOME DEPOT COM 437076102 2,029 82 4.21 822 22.69 0.2742
2024-07-23 2024-06-30 13F HOME DEPOT COM 437076102 1,947 -160 -7.59 670 -17.08 0.2483
2024-04-22 2024-03-31 13F HOME DEPOT COM 437076102 2,107 -40 -1.86 808 8.75 0.3088
2024-01-23 2023-12-31 13F HOME DEPOT COM 437076102 2,147 -111 -4.92 744 8.94 0.3206
2023-10-13 2023-09-30 13F HOME DEPOT COM 437076102 2,258 13 0.58 682 -2.15 0.3207
2023-07-25 2023-06-30 13F HOME DEPOT COM 437076102 2,245 -61 -2.65 697 2.50 0.3232
2023-04-28 2023-03-31 13F HOME DEPOT COM 437076102 2,306 -111 -4.59 680 -10.88 0.3496
2023-01-23 2022-12-31 13F HOME DEPOT COM 437076102 2,417 -42 -1.71 763 12.37 0.4153
2022-11-01 2022-09-30 13F HOME DEPOT COM 437076102 2,459 31 1.28 679 1.95 0.3994
2022-07-22 2022-06-30 13F HOME DEPOT COM 437076102 2,428 -122 -4.78 666 -12.71 0.3413
2022-04-22 2022-03-31 13F HOME DEPOT COM 437076102 2,550 173 7.28 763 -22.62 0.3242
2022-01-26 2021-12-31 13F HOME DEPOT COM 437076102 2,377 341 16.75 986 47.60 0.4121
2021-10-26 2021-09-30 13F HOME DEPOT COM 437076102 2,036 -120 -5.57 668 -2.91 0.3175
2021-07-26 2021-06-30 13F HOME DEPOT COM 437076102 2,156 228 11.83 688 16.81 0.3284
2021-04-26 2021-03-31 13F HOME DEPOT COM 437076102 1,928 -271 -12.32 589 0.86 0.3214
2021-01-20 2020-12-31 13F HOME DEPOT COM 437076102 2,199 94 4.47 584 -0.17 0.3213
2020-10-15 2020-09-30 13F HOME DEPOT COM 437076102 2,105 -191 -8.32 585 1.74 0.3770
2020-07-21 2020-06-30 13F HOME DEPOT COM 437076102 2,296 2,296 575 0.4228
2020-05-08 2020-03-31 13F HOME DEPOT COM 437076102 0 -976 -100.00 0 -100.00
2020-01-31 2019-12-31 13F HOME DEPOT COM 437076102 976 2 0.21 213 -5.75 0.1763
2019-11-01 2019-09-30 13F HOME DEPOT COM 437076102 974 -337 -25.71 226 -17.22 0.2216
2019-07-25 2019-06-30 13F HOME DEPOT COM 437076102 1,311 82 6.67 273 15.68 0.2663
2019-04-24 2019-03-31 13F HOME DEPOT COM 437076102 1,229 1,229 236 0.2465
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.