HD β€” HOME DEPOT INC

Ownership history in William B. Walkup & Associates, Inc.  Β·  8 quarters on record

AI Ownership Summary

William B. Walkup & Associates, Inc. reported HOME DEPOT INC (HD) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 5.02% in 2024 Q3. The latest visible filing shows HD at 4.34% 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 William B. Walkup & Associates, Inc.'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 Q1

HD was reported at 4.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.02% in 2024 Q3

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

Time in book
Holding Window
2024 Q2 to 2026 Q1

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 William B. Walkup & Associates, Inc. held HD β€” position size vs. price
% of Fund (quarterly)    HD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 19,820 +285 +1.5% 4.34% $7.3M 2026-04-20 $350.99
2025 Q4 REDUCED 19,535 -161 -0.8% 3.68% $6.7M 2026-02-17 $380.50
2025 Q3 REDUCED 19,696 -124 -0.6% 4.27% $8.0M 2025-10-29 $373.12
2025 Q2 UNCHANGED 19,820 β€” 0% 4.28% $7.3M 2025-08-12 $388.64
2025 Q1 REDUCED 19,820 -20 -0.1% 4.43% $7.3M 2025-05-13 $364.39
2024 Q4 REDUCED 19,840 -182 -0.9% 4.89% $7.7M 2025-02-14 $396.89
2024 Q3 REDUCED 20,022 -113 -0.6% 5.02% $8.1M 2024-11-15 $393.53
2024 Q2 INITIATED 20,135 β€” β€” 4.54% $6.9M 2024-08-16 $346.96

FAQ About William B. Walkup & Associates, Inc. and HD

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

How long has William B. Walkup & Associates, Inc. reported owning HD?

William B. Walkup & Associates, Inc. reported HD across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported HD position in William B. Walkup & Associates, Inc.'s portfolio?

The largest reported portfolio weight for HD was 5.02% in 2024 Q3.

What is the latest reported HD position on this page?

The most recent filing on this page is 2026 Q1, when William B. Walkup & Associates, Inc. reported 19,820 shares, equal to 4.34% of portfolio, with an estimated market value of $7.3M.

What does the chart on this HD ownership page compare?

The chart compares William B. Walkup & Associates, Inc.'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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