HD β€” HOME DEPOT INC

Ownership history in Jupiter Wealth Management LLC  Β·  28 quarters on record

This page tracks every 13F SEC filing in which Jupiter Wealth Management LLC reported a position in HOME DEPOT INC (HD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
5.88% (2022 Q4)
πŸ“Š Avg. % of fund
3.9%
πŸ“… First filed
2019 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
28

Position Intelligence

Jupiter Wealth Management LLC Γ— HD AI Analytics

πŸ“‰ Jupiter Wealth Management LLC underperformed the S&P 500 by –2.4% annually on this HD position. Timing score: 50% (9/18 decisions correct). Average cost basis: $287.94. Maximum drawdown during holding period: –33.1%.

πŸ“ˆ Position Alpha vs SPY
-2.4%
annualised excess return

⚠️ Trailed SPY by 2.4% ann. on this position.
26 quarters analyzed

⏱️ Timing Score
50%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
9 of 18 add/trim decisions correct

πŸ’° Entry Quality
$287.94
+18.7% vs current ($341.81)

Best entry: $270.13 (2021 Q1)  Β·  Worst: $341.81 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–33.1%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
30%
buy-side decisions

6 adds Β· 14 trims. Bought during 2 of 11 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 2.25% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    HD price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 12,960 +388 +3.1% 2.25% $5.1M $341.81
2025 Q3 UNCHANGED 12,572 β€” 0% 2.41% $5.1M $399.91
2025 Q2 REDUCED 12,572 -238 -1.9% 2.59% $5.1M $359.82
2025 Q1 REDUCED 12,810 -1,813 -12.4% 2.94% $4.9M $357.45
2024 Q4 UNCHANGED 14,623 β€” 0% 2.85% $5.7M $377.01
2024 Q3 UNCHANGED 14,623 β€” 0% 3.03% $5.9M $390.66
2024 Q2 REDUCED 14,623 -562 -3.7% 2.85% $5.4M $329.88
2024 Q1 REDUCED 15,185 -1,080 -6.6% 2.72% $5.1M $365.07
2023 Q4 ADDED 16,265 +290 +1.8% 3.32% $5.6M $327.84
2023 Q3 ADDED 15,975 +1,103 +7.4% 3.02% $4.7M $283.94
18 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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