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Joseph P. Lucia & Associates’s Home Depot HD Stock Holding History

Joseph P. Lucia & Associates’s Portfolio HD Stock Details HD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-935
Closed -$379K – 171
2025
Q3 		$379K Buy
935
+101
+12% +$39.7K 0.14% 112
2025
Q2 		$306K Buy
834
+3
+0.4% +$1.09K 0.13% 118
2025
Q1 		$305K Sell
831
-21
-2% -$8.18K 0.14% 110
2024
Q4 		$332K Buy
852
+194
+29% +$79.3K 0.15% 100
2024
Q3 		$267K Buy
+658
New +$240K 0.12% 104
2023
Q1 		– Sell
-673
Closed -$212K – 121
2022
Q4 		$212K Sell
673
-78
-10% -$23.8K 0.16% 107
2022
Q3 		$207K Buy
751
+391
+109% +$115K 0.16% 103
2022
Q2 		$99K Sell
360
-30
-8% -$8.86K 0.07% 143
2022
Q1 		$117K Sell
390
-91
-19% -$31.6K 0.07% 146
2021
Q4 		$200K Buy
481
+2
+0.4% +$761 0.13% 124
2021
Q3 		$157K Sell
479
-42
-8% -$13.8K 0.09% 138
2021
Q2 		$166K Buy
521
+348
+201% +$111K 0.1% 135
2021
Q1 		$53K Buy
173
+1
+0.6% +$276 0.02% 202
2020
Q4 		$46K Sell
172
-555
-76% -$153K 0.03% 191
2020
Q3 		$202K Hold
727
– – 0.19% 88
2020
Q2 		$182K Sell
727
-80
-10% -$18.3K 0.16% 90
2020
Q1 		$151K Sell
807
-225
-22% -$49.4K 0.17% 91
2019
Q4 		$225K Buy
1,032
+25
+2% +$5.66K 0.2% 85
2019
Q3 		$234K Sell
1,007
-65
-6% -$14.2K 0.24% 80
2019
Q2 		$223K Sell
1,072
-216,114
-100% -$43.1M 0.23% 84
2019
Q1 		$1.07K Buy
+217,186
New +$39.8M 0.08% 115

Other funds holding HD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Joseph P. Lucia & Associates's HD Position: Q4 2025 in Review

Joseph P. Lucia & Associates sold out of Home Depot (HD) in Q4 2025, closing a stake of 935 shares — an estimated $379K sold.

Joseph P. Lucia & Associates first reported a position in HD in Q1 2019 and held it in 21 quarters. The position peaked at $379K in Q3 2025. 4,166 funds tracked by Wall St. Rank hold HD as of Q4 2025.

  • Joseph P. Lucia & Associates reported no remaining Home Depot position as of Q4 2025 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 935 Home Depot shares in Q4 2025, an estimated $379K.
  • Joseph P. Lucia & Associates first reported a position in Home Depot in Q1 2019 and held it in 21 quarters.
  • Joseph P. Lucia & Associates's Home Depot position peaked at $379K in Q3 2025.
  • 4,166 funds tracked by Wall St. Rank held Home Depot as of Q4 2025.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2025, filed 28 Jan 2026.