Lantern Wealth Advisors’s Home Depot HD Stock Holding History

Lantern Wealth 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 Q2	$1.49M	Sell	4,232 -10	-0.2%	-$3.25K	0.68%	38
2026 Q1	$1.4M	Buy	4,242 +111	+3%	+$40.5K	0.72%	39
2025 Q4	$1.42M	Buy	4,131 +37	+0.9%	+$13.6K	0.76%	35
2025 Q3	$1.66M	Buy	4,094 +112	+3%	+$44K	0.88%	27
2025 Q2	$1.46M	Buy	+3,982	New	+$1.44M	0.87%	32
2024 Q4	$1.55M	Buy	3,995 +67	+2%	+$27.4K	1.01%	29
2024 Q3	$1.59M	Sell	3,928 -85	-2%	-$31K	1.1%	23
2024 Q2	$1.38M	Buy	4,013 +1	+0%	+$341	1%	28
2024 Q1	$1.54M	Hold	4,012	–	–	1.08%	25
2023 Q4	$1.39M	Buy	+4,012	New	+$1.24M	1.09%	25

Other funds holding HD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lantern Wealth Advisors's HD Position: Q2 2026 in Review

Lantern Wealth Advisors reduced its Home Depot (HD) stake by 0.24% in Q2 2026, selling an estimated $3.25K and leaving 4,232 shares worth $1.49M. The position accounts for 0.68% of the portfolio, ranked #38.

Lantern Wealth Advisors first reported a position in HD in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.66M in Q3 2025. 4,088 funds tracked by Wall St. Rank hold HD as of Q2 2026.

Lantern Wealth Advisors held 4,232 shares of Home Depot worth $1.49M as of Q2 2026.
Lantern Wealth Advisors sold 10 Home Depot shares in Q2 2026, an estimated $3.25K.
Home Depot made up 0.68% of Lantern Wealth Advisors's portfolio in Q2 2026, its #38 holding.
Lantern Wealth Advisors first reported a position in Home Depot in Q4 2023 and has held it in 10 quarters since.
Lantern Wealth Advisors's Home Depot position peaked at $1.66M in Q3 2025.
4,088 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.