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Lake Street Private Wealth’s Home Depot HD Stock Holding History

Lake Street Private Wealth’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
2026
Q2 		$1.1M Sell
3,113
-599
-16% -$195K 0.13% 116
2026
Q1 		$1.22M Sell
3,712
-1,321
-26% -$481K 0.16% 105
2025
Q4 		$1.73M Sell
5,033
-13
-0.3% -$4.76K 0.21% 89
2025
Q3 		$2.04M Buy
5,046
+267
+6% +$105K 0.26% 76
2025
Q2 		$1.75M Buy
4,779
+108
+2% +$39.1K 0.25% 81
2025
Q1 		$1.71M Buy
4,671
+581
+14% +$226K 0.28% 82
2024
Q4 		$1.59M Sell
4,090
-447
-10% -$183K 0.25% 78
2024
Q3 		$1.84M Sell
4,537
-4,600
-50% -$1.68M 0.29% 82
2024
Q2 		$3.15M Buy
9,137
+663
+8% +$226K 0.41% 63
2024
Q1 		$3.25M Buy
8,474
+324
+4% +$118K 0.45% 62
2023
Q4 		$2.82M Buy
8,150
+283
+4% +$87.6K 0.44% 62
2023
Q3 		$2.39M Sell
7,867
-280
-3% -$90K 0.43% 72
2023
Q2 		$2.53M Sell
8,147
-408
-5% -$121K 0.44% 69
2023
Q1 		$2.52M Sell
8,555
-218
-2% -$66.8K 0.47% 64
2022
Q4 		$2.77M Buy
8,773
+207
+2% +$63.1K 0.57% 52
2022
Q3 		$2.36M Buy
8,566
+654
+8% +$193K 0.54% 50
2022
Q2 		$2.17M Buy
7,912
+560
+8% +$165K 0.46% 61
2022
Q1 		$2.2M Sell
7,352
-96
-1% -$33.3K 0.4% 75
2021
Q4 		$3.09M Buy
7,448
+3,181
+75% +$1.21M 0.54% 49
2021
Q3 		$1.4M Buy
4,267
+45
+1% +$14.8K 0.34% 81
2021
Q2 		$1.36M Sell
4,222
-323
-7% -$103K 0.35% 81
2021
Q1 		$1.39M Sell
4,545
-1
-0% -$276 0.38% 74
2020
Q4 		$1.21M Buy
4,546
+636
+16% +$175K 0.35% 79
2020
Q3 		$1.09M Buy
3,910
+54
+1% +$14.6K 0.36% 69
2020
Q2 		$965K Buy
3,856
+16
+0.4% +$3.66K 0.36% 75
2020
Q1 		$717K Sell
3,840
-1,132
-23% -$249K 0.33% 77
2019
Q4 		$1.09M Buy
4,972
+1,087
+28% +$246K 0.42% 79
2019
Q3 		$901K Buy
3,885
+480
+14% +$105K 0.41% 75
2019
Q2 		$708K Buy
+3,405
New +$679K 0.42% 64

Other funds holding HD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lake Street Private Wealth's HD Position: Q2 2026 in Review

Lake Street Private Wealth reduced its Home Depot (HD) stake by 16% in Q2 2026, selling an estimated $195K and leaving 3,113 shares worth $1.1M. The position accounts for 0.13% of the portfolio, ranked #116.

Lake Street Private Wealth first reported a position in HD in Q2 2019 and has held it in 29 quarters since. The position peaked at $3.25M in Q1 2024. 4,088 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Lake Street Private Wealth held 3,113 shares of Home Depot worth $1.1M as of Q2 2026.
  • Lake Street Private Wealth sold 599 Home Depot shares in Q2 2026, an estimated $195K.
  • Home Depot made up 0.13% of Lake Street Private Wealth's portfolio in Q2 2026, its #116 holding.
  • Lake Street Private Wealth first reported a position in Home Depot in Q2 2019 and has held it in 29 quarters since.
  • Lake Street Private Wealth's Home Depot position peaked at $3.25M in Q1 2024.
  • 4,088 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.