HD HOME DEPOT INC

Ownership history in WELCH & FORBES LLC  ·  108 quarters on record

AI Ownership Summary

WELCH & FORBES LLC reported HOME DEPOT INC (HD) in 108 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.27% in 2024 Q1. The latest visible filing shows HD at 1.79% 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 WELCH & FORBES LLC'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
2025 Q4

HD was reported at 1.79% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.27% 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 Q4

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 WELCH & FORBES LLC 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 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 428,480 +1,003 +0.2% 1.79% $147.4M 2026-02-14 (Est.) $388.45
2025 Q3 REDUCED 427,477 -847 -0.2% 2.09% $173.2M 2025-11-04 $378.09
2025 Q2 REDUCED 428,324 -2,641 -0.6% 1.96% $157.0M 2025-08-05 $378.24
2025 Q1 ADDED 430,965 +320 +0.1% 2.07% $157.9M 2025-05-02 $355.53
2024 Q4 REDUCED 430,645 -336 -0.1% 2.15% $167.5M 2025-02-07 $394.82
2024 Q3 ADDED 430,981 +506 +0.1% 2.22% $174.6M 2024-11-04 $381.38
2024 Q2 REDUCED 430,475 -1,476 -0.3% 1.94% $145.7M 2024-08-02 $340.61
2024 Q1 ADDED 431,951 +232 +0.1% 2.27% $165.7M 2024-05-03 $326.28
2023 Q4 REDUCED 431,719 -1,226 -0.3% 2.26% $149.6M 2024-02-06 $337.02
99 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About WELCH & FORBES LLC and HD

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

How long has WELCH & FORBES LLC reported owning HD?

WELCH & FORBES LLC reported HD across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported HD position in WELCH & FORBES LLC's portfolio?

The largest reported portfolio weight for HD was 2.27% in 2024 Q1.

What is the latest reported HD position on this page?

The most recent filing on this page is 2025 Q4, when WELCH & FORBES LLC reported 428,480 shares, equal to 1.79% of portfolio, with an estimated market value of $147.4M.

What does the chart on this HD ownership page compare?

The chart compares WELCH & FORBES LLC'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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