LFS
HD icon

Legacy Financial Strategies’s Home Depot HD Stock Holding History

Legacy Financial Strategies’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 		$313K Sell
888
-162
-15% -$52.7K 0.05% 120
2026
Q1 		$345K Buy
1,050
+59
+6% +$21.5K 0.06% 100
2025
Q4 		$341K Sell
991
-46
-4% -$16.8K 0.06% 95
2025
Q3 		$420K Buy
1,037
+75
+8% +$29.5K 0.08% 86
2025
Q2 		$353K Buy
962
+177
+23% +$64.1K 0.07% 89
2025
Q1 		$288K Buy
785
+30
+4% +$11.7K 0.06% 94
2024
Q4 		$293K Buy
755
+20
+3% +$8.17K 0.06% 92
2024
Q3 		$298K Buy
735
+86
+13% +$31.4K 0.07% 89
2024
Q2 		$216K Buy
649
+54
+9% +$18.4K 0.05% 92
2024
Q1 		$228K Buy
595
+3
+0.5% +$1.1K 0.06% 84
2023
Q4 		$205K Buy
+592
New +$183K 0.06% 78

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

Legacy Financial Strategies's HD Position: Q2 2026 in Review

Legacy Financial Strategies reduced its Home Depot (HD) stake by 15% in Q2 2026, selling an estimated $52.7K and leaving 888 shares worth $313K. The position accounts for 0.05% of the portfolio, ranked #120.

Legacy Financial Strategies first reported a position in HD in Q4 2023 and has held it in 11 quarters since. The position peaked at $420K in Q3 2025. 4,081 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Legacy Financial Strategies held 888 shares of Home Depot worth $313K as of Q2 2026.
  • Legacy Financial Strategies sold 162 Home Depot shares in Q2 2026, an estimated $52.7K.
  • Home Depot made up 0.05% of Legacy Financial Strategies's portfolio in Q2 2026, its #120 holding.
  • Legacy Financial Strategies first reported a position in Home Depot in Q4 2023 and has held it in 11 quarters since.
  • Legacy Financial Strategies's Home Depot position peaked at $420K in Q3 2025.
  • 4,081 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.