Lakeside Advisors’s Home Depot HD Stock Holding History

Lakeside Advisors’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 Q3	$1.24M	Hold	4,375	–	–	0.73%	28
2026 Q2	$1.54M	Hold	4,375	–	–	0.97%	21
2026 Q1	$1.44M	Sell	4,375 -100	-2%	-$36.4K	0.96%	22
2025 Q4	$1.54M	Sell	4,475 -200	-4%	-$73.3K	0.98%	22
2025 Q3	$1.89M	Hold	4,675	–	–	1.2%	19
2025 Q2	$1.71M	Hold	4,675	–	–	1.1%	20
2025 Q1	$1.71M	Hold	4,675	–	–	1.13%	21
2024 Q4	$1.82M	Sell	4,675 -200	-4%	-$81.7K	1.2%	20
2024 Q3	$1.98M	Hold	4,875	–	–	1.24%	20
2024 Q2	$1.68M	Hold	4,875	–	–	1.09%	21
2024 Q1	$1.87M	Hold	4,875	–	–	1.2%	20
2023 Q4	$1.69M	Hold	4,875	–	–	1.17%	18
2023 Q3	$1.47M	Hold	4,875	–	–	1.13%	21
2023 Q2	$1.51M	Hold	4,875	–	–	1.12%	22
2023 Q1	$1.44M	Hold	4,875	–	–	1.11%	21
2022 Q4	$1.54M	Hold	4,875	–	–	1.26%	17
2022 Q3	$1.34M	Hold	4,875	–	–	1.2%	19
2022 Q2	$1.34M	Hold	4,875	–	–	1.14%	18
2022 Q1	$1.46M	Hold	4,875	–	–	1.1%	19
2021 Q4	$2.02M	Buy	+4,875	New	+$1.86M	1.49%	16

Other funds holding HD

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Lakeside Advisors's HD Position: Q3 2026 in Review

Lakeside Advisors held its Home Depot (HD) position steady in Q3 2026 at 4,375 shares worth $1.24M. The position accounts for 0.73% of the portfolio, ranked #28.

Lakeside Advisors first reported a position in HD in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.02M in Q4 2021. 3,139 funds tracked by Wall St. Rank hold HD as of Q3 2026.

Lakeside Advisors held 4,375 shares of Home Depot worth $1.24M as of Q3 2026.
Lakeside Advisors left its Home Depot share count unchanged in Q3 2026.
Home Depot made up 0.73% of Lakeside Advisors's portfolio in Q3 2026, its #28 holding.
Lakeside Advisors first reported a position in Home Depot in Q4 2021 and has held it in 20 quarters since.
Lakeside Advisors's Home Depot position peaked at $2.02M in Q4 2021.
3,139 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Lakeside Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.