LWM
HD icon

Lakeridge Wealth Management’s Home Depot HD Stock Holding History

Lakeridge Wealth Management’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 		$475K Buy
1,346
+39
+3% +$12.7K 0.17% 109
2026
Q1 		$430K Buy
1,307
+31
+2% +$11.3K 0.18% 106
2025
Q4 		$439K Sell
1,276
-60
-4% -$22K 0.2% 100
2025
Q3 		$541K Sell
1,336
-12
-0.9% -$4.72K 0.24% 79
2025
Q2 		$494K Sell
1,348
-180
-12% -$65.1K 0.23% 82
2025
Q1 		$560K Buy
1,528
+49
+3% +$19.1K 0.28% 71
2024
Q4 		$575K Buy
1,479
+6
+0.4% +$2.45K 0.3% 72
2024
Q3 		$597K Sell
1,473
-29
-2% -$10.6K 0.33% 67
2024
Q2 		$517K Buy
1,502
+95
+7% +$32.4K 0.31% 67
2024
Q1 		$540K Buy
1,407
+4
+0.3% +$1.46K 0.35% 58
2023
Q4 		$486K Buy
+1,403
New +$434K 0.35% 59

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

Lakeridge Wealth Management's HD Position: Q2 2026 in Review

Lakeridge Wealth Management increased its Home Depot (HD) stake by 3% in Q2 2026, buying an estimated $12.7K and bringing the position to 1,346 shares worth $475K. The position accounts for 0.17% of the portfolio, ranked #109.

Lakeridge Wealth Management first reported a position in HD in Q4 2023 and has held it in 11 quarters since. The position peaked at $597K in Q3 2024. 4,100 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Lakeridge Wealth Management held 1,346 shares of Home Depot worth $475K as of Q2 2026.
  • Lakeridge Wealth Management bought 39 Home Depot shares in Q2 2026, an estimated $12.7K.
  • Home Depot made up 0.17% of Lakeridge Wealth Management's portfolio in Q2 2026, its #109 holding.
  • Lakeridge Wealth Management first reported a position in Home Depot in Q4 2023 and has held it in 11 quarters since.
  • Lakeridge Wealth Management's Home Depot position peaked at $597K in Q3 2024.
  • 4,100 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.