Cornerstone Wealth, LLC/TN HD — HOME DEPOT INC

Ownership history in Cornerstone Wealth, LLC/TN  ·  3 quarters on record

AI Ownership Summary

Cornerstone Wealth, LLC/TN reported HOME DEPOT INC (HD) in 3 quarterly 13F filings from 2026 Q1 through 2026 Q3. Peak portfolio weight reached 0.45% in 2026 Q1. The latest visible filing shows HD at 0.37% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cornerstone Wealth, LLC/TN's position in HOME DEPOT INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

HD was reported at 0.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.45% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Cornerstone Wealth, LLC/TN held HD — position size vs. price
% of Fund (quarterly)    HD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 2,403 — 0% 0.37% $769K 2026-10-28 $317.56
2026 Q2 REDUCED — — — 2,403 -10 -0.4% 0.41% $820K 2026-07-29 $335.80
2026 Q1 INITIATED — — — 2,413 — — 0.45% $794K 2026-05-19 $297.99

FAQ About Cornerstone Wealth, LLC/TN and HD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cornerstone Wealth, LLC/TN reported owning HD?

Cornerstone Wealth, LLC/TN reported HD across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported HD position in Cornerstone Wealth, LLC/TN's portfolio?

The largest reported portfolio weight for HD was 0.45% in 2026 Q1.

What is the latest reported HD position on this page?

The most recent filing on this page is 2026 Q3, when Cornerstone Wealth, LLC/TN reported 2,403 shares, equal to 0.37% of portfolio, with an estimated market value of $769K.

What does the chart on this HD ownership page compare?

The chart compares Cornerstone Wealth, LLC/TN's quarterly HD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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