The Home Depot, Inc.
CH ˙ SWX ˙ US4370761029
SecurityCH:HD / The Home Depot, Inc.
InstitutionPeterson Wealth Advisors, LLC
Latest Disclosed Ownership1,267 shares
Latest Disclosed Value $ 416,861
Peterson Wealth Advisors, LLC reports 4.38% decrease in ownership of HD / The Home Depot, Inc.

On April 9, 2026 - Peterson Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 1,267 shares of The Home Depot, Inc. (CH:HD) valued at $416,861 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 1,325 shares of The Home Depot, Inc.. This represents a change in shares of -4.38% 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)
2026-04-09 2026-03-31 13F HOME DEPOT COM 437076102 1,267 -58 -4.38 417 -8.57 0.0554
2026-01-09 2025-12-31 13F HOME DEPOT COM 437076102 1,325 30 2.32 456 -9.00 0.0608
2025-10-09 2025-09-30 13F HOME DEPOT COM 437076102 1,295 -26 -1.97 501 3.31 0.0749
2025-07-07 2025-06-30 13F HOME DEPOT COM 437076102 1,321 3 0.23 485 7.56 0.0800
2025-04-30 2025-03-31 13F HOME DEPOT COM 437076102 1,318 3 0.23 450 -11.94 0.0870
2025-01-17 2024-12-31 13F HOME DEPOT COM 437076102 1,315 47 3.71 512 -0.39 0.0922
2024-10-24 2024-09-30 13F HOME DEPOT COM 437076102 1,268 -251 -16.52 514 -1.72 0.0971
2024-07-18 2024-06-30 13F HOME DEPOT COM 437076102 1,519 -6 -0.39 523 -10.77 0.1097
2024-04-15 2024-03-31 13F HOME DEPOT COM 437076102 1,525 -3 -0.20 585 10.59 0.1243
2024-01-10 2023-12-31 13F HOME DEPOT COM 437076102 1,528 24 1.60 530 16.52 0.1258
2023-10-05 2023-09-30 13F HOME DEPOT COM 437076102 1,504 22 1.48 454 -1.09 0.1221
2023-07-13 2023-06-30 13F HOME DEPOT COM 437076102 1,482 -906 -37.94 459 -34.80 0.1214
2023-04-06 2023-03-31 13F HOME DEPOT COM 437076102 2,388 47 2.01 705 -4.74 0.1940
2023-01-20 2022-12-31 13F HOME DEPOT COM 437076102 2,341 31 1.34 739 16.01 0.2232
2022-10-17 2022-09-30 13F HOME DEPOT COM 437076102 2,310 -44 -1.87 637 -1.39 0.2139
2022-07-21 2022-06-30 13F HOME DEPOT COM 437076102 2,354 0 0.00 646 -8.37 0.2132
2022-04-21 2022-03-31 13F HOME DEPOT COM 437076102 2,354 -50 -2.08 705 -29.36 0.2086
2022-01-25 2021-12-31 13F HOME DEPOT COM 437076102 2,404 54 2.30 998 29.44 0.2878
2021-10-21 2021-09-30 13F HOME DEPOT COM 437076102 2,350 0 0.00 771 2.94 0.2548
2021-08-02 2021-06-30 13F HOME DEPOT COM 437076102 2,350 0 0.00 749 4.46 0.2657
2021-04-28 2021-03-31 13F HOME DEPOT COM 437076102 2,350 0 0.00 717 14.90 0.2918
2021-01-25 2020-12-31 13F HOME DEPOT COM 437076102 2,350 732 45.24 624 38.98 0.2746
2020-10-20 2020-09-30 13F HOME DEPOT COM 437076102 1,618 44 2.80 449 13.96 0.2300
2020-07-20 2020-06-30 13F HOME DEPOT COM 437076102 1,574 7 0.45 394 34.47 0.2099
2020-04-21 2020-03-31 13F HOME DEPOT COM 437076102 1,567 9 0.58 293 -13.82 0.1900
2020-01-23 2019-12-31 13F HOME DEPOT COM 437076102 1,558 116 8.04 340 1.49 0.1943
2019-10-17 2019-09-30 13F HOME DEPOT COM 437076102 1,442 -32 -2.17 335 9.12 0.2051
2019-07-15 2019-06-30 13F HOME DEPOT COM 437076102 1,474 -39 -2.58 307 -0.32 0.1943
2019-04-16 2019-03-31 13F HOME DEPOT COM 437076102 1,513 55 3.77 308 23.20 0.2060
2019-01-29 2018-12-31 13F HOME DEPOT COM 437076102 1,458 60 4.29 250 -13.79 0.1980
2018-10-17 2018-09-30 13F HOME DEPOT COM 437076102 1,398 1,398 290 0.2115
2018-07-18 2018-06-30 13F HOME DEPOT COM 437076102 0 -1,362 -100.00 0 -100.00
2018-04-20 2018-03-31 13F HOME DEPOT COM 437076102 1,362 7 0.52 243 -5.45 0.2007
2018-03-19 2017-12-31 13F HOME DEPOT COM 437076102 1,355 1,355 257 0.2323
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.