Lakeshore Financial Planning’s Home Depot HD Stock Holding History

Lakeshore Financial Planning’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	$593K	Buy	1,681 +1	+0.1%	+$325	0.19%	39
2026 Q1	$553K	Hold	1,680	–	–	0.2%	38
2025 Q4	$578K	Sell	1,680 -72	-4%	-$26.4K	0.21%	36
2025 Q3	$710K	Buy	1,752 +110	+7%	+$43.3K	0.26%	31
2025 Q2	$602K	Buy	1,642 +14	+0.9%	+$5.07K	0.24%	33
2025 Q1	$597K	Buy	1,628 +1	+0.1%	+$390	0.25%	29
2024 Q4	$633K	Buy	1,627 +55	+3%	+$22.5K	0.27%	27
2024 Q3	$637K	Buy	1,572 +1	+0.1%	+$365	0.28%	27
2024 Q2	$541K	Buy	1,571 +1	+0.1%	+$341	0.26%	28
2024 Q1	$603K	Buy	1,570 +34	+2%	+$12.4K	0.31%	24
2023 Q4	$532K	Buy	1,536 +2	+0.1%	+$619	0.3%	23
2023 Q3	$463K	Buy	+1,534	New	+$493K	0.26%	29

Other funds holding HD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Lakeshore Financial Planning's HD Position: Q2 2026 in Review

Lakeshore Financial Planning increased its Home Depot (HD) stake by 0.06% in Q2 2026, buying an estimated $325 and bringing the position to 1,681 shares worth $593K. The position accounts for 0.19% of the portfolio, ranked #39.

Lakeshore Financial Planning first reported a position in HD in Q3 2023 and has held it in 12 quarters since. The position peaked at $710K in Q3 2025. 2,052 funds tracked by Wall St. Rank hold HD as of Q2 2026.

Lakeshore Financial Planning held 1,681 shares of Home Depot worth $593K as of Q2 2026.
Lakeshore Financial Planning bought 1 Home Depot share in Q2 2026, an estimated $325.
Home Depot made up 0.19% of Lakeshore Financial Planning's portfolio in Q2 2026, its #39 holding.
Lakeshore Financial Planning first reported a position in Home Depot in Q3 2023 and has held it in 12 quarters since.
Lakeshore Financial Planning's Home Depot position peaked at $710K in Q3 2025.
2,052 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.