The Home Depot, Inc.
CH ˙ SWX ˙ US4370761029
SecurityCH:HD / The Home Depot, Inc.
InstitutionIAG Wealth Partners, LLC
Latest Disclosed Ownership931 shares
Latest Disclosed Value $ 306,197
IAG Wealth Partners, LLC reports 6.43% decrease in ownership of HD / The Home Depot, Inc.

On April 29, 2026 - IAG Wealth Partners, LLC filed a 13F-HR form disclosing ownership of 931 shares of The Home Depot, Inc. (CH:HD) valued at $306,197 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 995 shares of The Home Depot, Inc.. This represents a change in shares of -6.43% 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)
2026-04-29 2026-03-31 13F HOME DEPOT Common Stock 437076102 931 -64 -6.43 306 -10.53 0.0342
2026-02-10 2025-12-31 13F HOME DEPOT Common Stock 437076102 995 -31 -3.02 342 -17.59 0.0396
2025-11-12 2025-09-30 13F HOME DEPOT Common Stock 437076102 1,026 31 3.12 416 14.01 0.0499
2025-08-13 2025-06-30 13F HOME DEPOT Common Stock 437076102 995 0 0.00 365 0.00 0.0483
2025-04-16 2025-03-31 13F HOME DEPOT Common Stock 437076102 995 -5 -0.50 365 -6.19 0.0567
2025-02-10 2024-12-31 13F HOME DEPOT Common Stock 437076102 1,000 8 0.81 389 -3.24 0.0686
2024-10-29 2024-09-30 13F HOME DEPOT Common Stock 437076102 992 377 61.30 402 90.05 0.0743
2024-07-16 2024-06-30 13F HOME DEPOT Common Stock 437076102 615 -49 -7.38 212 -16.93 0.0425
2024-04-24 2024-03-31 13F HOME DEPOT Common Stock 437076102 664 42 6.75 255 18.14 0.0547
2024-02-02 2023-12-31 13F HOME DEPOT Common Stock 437076102 622 -21 -3.27 216 10.82 0.0492
2023-10-24 2023-09-30 13F HOME DEPOT Common Stock 437076102 643 0 0.00 194 -2.51 0.0542
2023-08-10 2023-06-30 13F HOME DEPOT Common Stock 437076102 643 -94 -12.75 200 -8.29 0.0528
2023-04-25 2023-03-31 13F HOME DEPOT Common Stock 437076102 737 50 7.28 218 0.46 0.0603
2023-02-08 2022-12-31 13F HOME DEPOT Common Stock 437076102 687 58 9.22 217 24.14 0.0639
2022-10-26 2022-09-30 13F HOME DEPOT Common Stock 437076102 629 315 100.32 174 102.33 0.0578
2022-08-03 2022-06-30 13F HOME DEPOT Common Stock 437076102 314 -2 -0.63 86 -9.47 0.0281
2022-05-04 2022-03-31 13F HOME DEPOT Common Stock 437076102 316 28 9.72 95 -20.83 0.0299
2022-02-14 2021-12-31 13F HOME DEPOT Common Stock 437076102 288 200 227.27 120 313.79 0.0385
2021-11-04 2021-09-30 13F HOME DEPOT Common Stock 437076102 88 0 0.00 29 0.00 0.0103
2021-08-04 2021-06-30 13F HOME DEPOT Common Stock 437076102 88 0 0.00 29 7.41 0.0104
2021-04-29 2021-03-31 13F HOME DEPOT Common Stock 437076102 88 -39 -30.71 27 -20.59 0.0103
2021-02-11 2020-12-31 13F HOME DEPOT Common Stock 437076102 127 -9 -6.62 34 -10.53 0.0139
2021-02-11 2020-09-30 13F HOME DEPOT Common Stock 437076102 136 -15 -9.93 38 0.00 0.0175
2021-02-11 2020-06-30 13F HOME DEPOT Common Stock 437076102 151 0 0.00 38 31.03 0.0184
2021-02-11 2020-03-31 13F HOME DEPOT Common Stock 437076102 151 36 31.30 29 11.54 0.0193
2021-02-11 2019-12-31 13F HOME DEPOT Common Stock 437076102 115 115 26 0.0170
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.