Terry Smith's HD Position Overview
Terry Smith (via Fundsmith Llp) currently holds 80,206 shares of The Home Depot, Inc. (HD) worth $27.6 M, representing 0.16% of the portfolio. First purchased in 2021-Q1, this medium-term investment has been held for 20 quarters.
Based on 13F filings, Terry Smith has maintained a strategic position in HD, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2021, adding 143,994 shares. Largest reduction occurred in Q2 2025, reducing 31,369 shares.
Analysis based on 13F filings available since 2013 Q2
Terry Smith's The Home Depot (HD) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Home Depot (HD) Trades by Terry Smith
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -4,654 | Reduce 5.48% | 80,206 | $344.10 |
| Q3 2025 | +1,493 | Add 1.79% | 84,860 | $405.19 |
| Q2 2025 | -31,369 | Reduce 27.34% | 83,367 | $366.64 |
| Q1 2025 | -30,903 | Reduce 21.22% | 114,736 | $366.49 |
| Q4 2024 | -2,176 | Reduce 1.47% | 145,639 | $388.99 |
| Q3 2024 | +1,615 | Add 1.10% | 147,815 | $405.20 |
| Q2 2024 | -384 | Reduce 0.26% | 146,200 | $344.24 |
| Q1 2024 | -3,234 | Reduce 2.16% | 146,584 | $383.60 |
| Q4 2023 | +2,161 | Add 1.46% | 149,818 | $346.55 |
| Q3 2023 | +276 | Add 0.19% | 147,657 | $302.16 |
| Q2 2023 | -6,282 | Reduce 4.09% | 147,381 | $310.64 |
| Q1 2023 | +897 | Add 0.59% | 153,663 | $295.12 |
| Q4 2022 | +511 | Add 0.34% | 152,766 | $315.86 |
| Q3 2022 | +750 | Add 0.50% | 152,255 | $275.94 |
| Q2 2022 | +3,429 | Add 2.32% | 151,505 | $274.27 |
| Q1 2022 | -11,567 | Reduce 7.25% | 148,076 | $299.33 |
| Q4 2021 | +11,304 | Add 7.62% | 159,643 | $415.01 |
| Q3 2021 | +143,994 | Add 3314.02% | 148,339 | $328.26 |
| Q2 2021 | -920 | Reduce 17.47% | 4,345 | $318.99 |
| Q1 2021 | +5,265 | New Buy | 5,265 | $305.22 |
Terry Smith's The Home Depot Investment FAQs
Terry Smith first purchased The Home Depot, Inc. (HD) in Q1 2021, acquiring 5,265 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Terry Smith has held The Home Depot, Inc. (HD) for 20 quarters since Q1 2021.
Terry Smith's largest addition to The Home Depot, Inc. (HD) was in Q3 2021, adding 148,339 shares worth $48.69 M.
According to the latest 13F filing for Q4 2025, Terry Smith's firm, Fundsmith Llp, owns 80,206 shares of The Home Depot, Inc. (HD), valued at approximately $27.6 M.
As of the Q4 2025 filing, The Home Depot, Inc. (HD) represents approximately 0.16% of Terry Smith's publicly disclosed stock portfolio, making it one of their key holdings.
Terry Smith's peak holding in The Home Depot, Inc. (HD) was 159,643 shares, as reported at the end of Q4 2021.