The Home Depot, Inc.
CH ˙ SWX ˙ US4370761029
SecurityCH:HD / The Home Depot, Inc.
InstitutionEvermay Wealth Management Llc
Latest Disclosed Ownership6,412 shares
Latest Disclosed Value $ 2,108,843
Evermay Wealth Management Llc reports 3.43% decrease in ownership of HD / The Home Depot, Inc.

On May 11, 2026 - Evermay Wealth Management Llc filed a 13F-HR form disclosing ownership of 6,412 shares of The Home Depot, Inc. (CH:HD) valued at $2,108,843 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 6,640 shares of The Home Depot, Inc.. This represents a change in shares of -3.43% 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)
2026-05-11 2026-03-31 13F HOME DEPOT COM 437076102 6,412 -228 -3.43 2,109 -7.71 0.2338
2026-01-22 2025-12-31 13F HOME DEPOT COM 437076102 6,640 -89 -1.32 2,285 -16.21 0.2564
2025-11-05 2025-09-30 13F HOME DEPOT COM 437076102 6,729 -116 -1.69 2,727 8.65 0.3118
2025-07-30 2025-06-30 13F HOME DEPOT COM 437076102 6,845 -131 -1.88 2,510 -1.84 0.3089
2025-05-07 2025-03-31 13F HOME DEPOT COM 437076102 6,976 -38 -0.54 2,557 -6.30 0.3358
2025-01-24 2024-12-31 13F HOME DEPOT COM 437076102 7,014 -175 -2.43 2,728 -6.32 0.4132
2024-10-25 2024-09-30 13F HOME DEPOT COM 437076102 7,189 -41 -0.57 2,913 17.04 0.4681
2024-08-01 2024-06-30 13F HOME DEPOT COM 437076102 7,230 0 0.00 2,489 -10.28 0.3991
2024-05-14 2024-03-31 13F HOME DEPOT COM 437076102 7,230 -131 -1.78 2,773 8.70 0.4189
2024-02-12 2023-12-31 13F HOME DEPOT COM 437076102 7,361 -58 -0.78 2,551 13.83 0.4711
2023-11-14 2023-09-30 13F HOME DEPOT COM 437076102 7,419 -181 -2.38 2,242 -5.04 0.4581
2023-08-10 2023-06-30 13F HOME DEPOT COM 437076102 7,600 -120 -1.55 2,361 3.60 0.4544
2023-05-15 2023-03-31 13F HOME DEPOT COM 437076102 7,720 -367 -4.54 2,278 -10.81 0.4598
2023-01-19 2022-12-31 13F HOME DEPOT COM 437076102 8,087 -403 -4.75 2,554 9.01 0.5201
2022-11-14 2022-09-30 13F HOME DEPOT COM 437076102 8,490 -5 -0.06 2,343 0.56 0.4660
2022-08-15 2022-06-30 13F HOME DEPOT COM 437076102 8,495 -517 -5.74 2,330 -13.64 0.4523
2022-05-16 2022-03-31 13F HOME DEPOT COM 437076102 9,012 -181 -1.97 2,698 -29.28 0.4525
2022-02-14 2021-12-31 13F HOME DEPOT COM 437076102 9,193 85 0.93 3,815 27.59 0.6817
2021-11-12 2021-09-30 13F/A-1 HOME DEPOT COM 437076102 9,108 -97 -1.05 2,990 1.87 0.5792
2021-11-12 2021-09-30 13F HOME DEPOT COM 437076102 9,205 0 2,935 0.5437
2021-08-13 2021-06-30 13F HOME DEPOT COM 437076102 9,205 -32 -0.35 2,935 4.08 0.5437
2021-05-10 2021-03-31 13F HOME DEPOT COM 437076102 9,237 18 0.20 2,820 15.15 0.5638
2021-02-16 2020-12-31 13F HOME DEPOT COM 437076102 9,219 -445 -4.60 2,449 -8.76 0.5400
2020-11-05 2020-09-30 13F HOME DEPOT COM 437076102 9,664 -425 -4.21 2,684 6.21 0.6592
2020-07-20 2020-06-30 13F HOME DEPOT COM 437076102 10,089 229 2.32 2,527 37.26 0.6650
2020-04-24 2020-03-31 13F HOME DEPOT COM 437076102 9,860 425 4.50 1,841 -10.63 0.5587
2020-02-11 2019-12-31 13F HOME DEPOT COM 437076102 9,435 1,118 13.44 2,060 6.74 0.5065
2019-10-29 2019-09-30 13F HOME DEPOT COM 437076102 8,317 -140 -1.66 1,930 9.72 0.5261
2019-07-23 2019-06-30 13F HOME DEPOT COM 437076102 8,457 -504 -5.62 1,759 2.27 0.4886
2019-05-03 2019-03-31 13F HOME DEPOT COM 437076102 8,961 -520 -5.48 1,720 5.59 0.4863
2019-01-24 2018-12-31 13F HOME DEPOT COM 437076102 9,481 408 4.50 1,629 -13.30 0.5274
2018-10-29 2018-09-30 13F HOME DEPOT COM 437076102 9,073 -735 -7.49 1,879 -1.83 0.5866
2018-08-03 2018-06-30 13F HOME DEPOT COM 437076102 9,808 6 0.06 1,914 9.56 0.6375
2018-05-04 2018-03-31 13F HOME DEPOT COM 437076102 9,802 2,432 33.00 1,747 25.05 0.6021
2018-02-07 2017-12-31 13F HOME DEPOT COM 437076102 7,370 4,579 164.06 1,397 206.36 0.5116
2017-10-23 2017-09-30 13F HOME DEPOT COM 437076102 2,791 562 25.21 456 33.33 0.1980
2017-08-01 2017-06-30 13F HOME DEPOT COM 437076102 2,229 -14 -0.62 342 3.95 0.1516
2017-05-10 2017-03-31 13F HOME DEPOT COM 437076102 2,243 2,243 329 0.1473
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.