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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return