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Legacy Wealth Management (Mississippi)’s Home Depot HD Stock Holding History

Legacy Wealth Management (Mississippi)’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 		$404K Buy
1,144
+9
+0.8% +$2.93K 0.1% 84
2026
Q1 		$373K Buy
1,135
+7
+0.6% +$2.55K 0.11% 79
2025
Q4 		$388K Buy
1,128
+419
+59% +$153K 0.1% 72
2025
Q3 		$287K Sell
709
-164
-19% -$64.5K 0.09% 78
2025
Q2 		$320K Sell
873
-56
-6% -$20.3K 0.1% 72
2025
Q1 		$340K Sell
929
-387
-29% -$151K 0.11% 74
2024
Q4 		$512K Buy
1,316
+28
+2% +$11.4K 0.2% 67
2024
Q3 		$522K Buy
1,288
+387
+43% +$141K 0.19% 71
2024
Q2 		$310K Hold
901
– – 0.13% 64
2024
Q1 		$346K Hold
901
– – 0.16% 64
2023
Q4 		$312K Sell
901
-35
-4% -$10.8K 0.15% 67
2023
Q3 		$283K Sell
936
-140
-13% -$45K 0.15% 69
2023
Q2 		$334K Sell
1,076
-18
-2% -$5.32K 0.17% 67
2023
Q1 		$323K Hold
1,094
– – 0.18% 68
2022
Q4 		$346K Hold
1,094
– – 0.2% 66
2022
Q3 		$302K Hold
1,094
– – 0.2% 71
2022
Q2 		$300K Hold
1,094
– – 0.18% 75
2022
Q1 		$327K Hold
1,094
– – 0.17% 84
2021
Q4 		$454K Sell
1,094
-163
-13% -$62.1K 0.23% 77
2021
Q3 		$413K Hold
1,257
– – 0.22% 82
2021
Q2 		$401K Buy
1,257
+100
+9% +$31.8K 0.22% 79
2021
Q1 		$353K Buy
1,157
+170
+17% +$46.9K 0.21% 79
2020
Q4 		$262K Sell
987
-200
-17% -$55K 0.17% 85
2020
Q3 		$330K Buy
1,187
+33
+3% +$8.94K 0.23% 82
2020
Q2 		$289K Buy
+1,154
New +$264K 0.22% 83

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 Wealth Management (Mississippi)'s HD Position: Q2 2026 in Review

Legacy Wealth Management (Mississippi) increased its Home Depot (HD) stake by 0.79% in Q2 2026, buying an estimated $2.93K and bringing the position to 1,144 shares worth $404K. The position accounts for 0.1% of the portfolio, ranked #84.

Legacy Wealth Management (Mississippi) first reported a position in HD in Q2 2020 and has held it in 25 quarters since. The position peaked at $522K in Q3 2024. 4,082 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Legacy Wealth Management (Mississippi) held 1,144 shares of Home Depot worth $404K as of Q2 2026.
  • Legacy Wealth Management (Mississippi) bought 9 Home Depot shares in Q2 2026, an estimated $2.93K.
  • Home Depot made up 0.1% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #84 holding.
  • Legacy Wealth Management (Mississippi) first reported a position in Home Depot in Q2 2020 and has held it in 25 quarters since.
  • Legacy Wealth Management (Mississippi)'s Home Depot position peaked at $522K in Q3 2024.
  • 4,082 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2026, filed 8 Jul 2026.