HD HOME DEPOT INC COM COM

Ownership history in MARSHALL & SULLIVAN INC /WA/  ·  72 quarters on record

AI Ownership Summary

MARSHALL & SULLIVAN INC /WA/ reported HOME DEPOT INC COM COM (HD) in 72 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 3.48% in 2024 Q1. The latest visible filing shows HD at 3.21% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MARSHALL & SULLIVAN INC /WA/'s position in HOME DEPOT INC COM COM, 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
2025 Q3

HD was reported at 3.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.48% in 2024 Q1

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

Time in book
Holding Window
2023 Q4 to 2025 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 MARSHALL & SULLIVAN INC /WA/ held HD — position size vs. price
% of Fund (quarterly)    HD price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 17,108 -63 -0.4% 3.21% $6.9M 2025-11-14 (Est.) $357.64
2025 Q2 REDUCED 17,171 -41 -0.2% 3.03% $6.3M 2025-07-11 $363.19
2025 Q1 REDUCED 17,212 -244 -1.4% 3.20% $6.3M 2025-04-10 $344.90
2024 Q4 REDUCED 17,456 -240 -1.4% 3.32% $6.8M 2025-01-13 $377.19
2024 Q3 REDUCED 17,696 -242 -1.3% 3.44% $7.2M 2024-10-09 $401.14
2024 Q2 REDUCED 17,938 -388 -2.1% 3.08% $6.2M 2024-07-12 $344.77
2024 Q1 REDUCED 18,326 -161 -0.9% 3.48% $7.0M 2024-04-10 $333.62
2023 Q4 REDUCED 18,487 -315 -1.7% 3.39% $6.4M 2024-01-11 $337.29
64 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MARSHALL & SULLIVAN INC /WA/ and HD

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

How long has MARSHALL & SULLIVAN INC /WA/ reported owning HD?

MARSHALL & SULLIVAN INC /WA/ reported HD across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported HD position in MARSHALL & SULLIVAN INC /WA/'s portfolio?

The largest reported portfolio weight for HD was 3.48% in 2024 Q1.

What is the latest reported HD position on this page?

The most recent filing on this page is 2025 Q3, when MARSHALL & SULLIVAN INC /WA/ reported 17,108 shares, equal to 3.21% of portfolio, with an estimated market value of $6.9M.

What does the chart on this HD ownership page compare?

The chart compares MARSHALL & SULLIVAN INC /WA/'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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