LP
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LGL Partners’s Home Depot HD Stock Holding History

LGL Partners’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
2025
Q1 		– Sell
-719
Closed -$280K – 78
2024
Q4 		$280K Sell
719
-139
-16% -$56.8K 0.04% 93
2024
Q3 		$348K Sell
858
-81
-9% -$29.5K 0.05% 85
2024
Q2 		$323K Sell
939
-321
-25% -$109K 0.05% 83
2024
Q1 		$483K Sell
1,260
-364
-22% -$133K 0.08% 72
2023
Q4 		$563K Buy
1,624
+150
+10% +$46.5K 0.08% 63
2023
Q3 		$445K Sell
1,474
-50
-3% -$16.1K 0.08% 72
2023
Q2 		$473K Sell
1,524
-10
-0.7% -$2.95K 0.08% 71
2023
Q1 		$453K Sell
1,534
-28
-2% -$8.59K 0.08% 65
2022
Q4 		$493K Sell
1,562
-61
-4% -$18.6K 0.09% 57
2022
Q3 		$448K Buy
1,623
+273
+20% +$80.6K 0.09% 67
2022
Q2 		$370K Buy
1,350
+159
+13% +$46.9K 0.06% 70
2022
Q1 		$357K Buy
1,191
+178
+18% +$61.7K 0.05% 73
2021
Q4 		$420K Buy
1,013
+100
+11% +$38.1K 0.05% 71
2021
Q3 		$300K Hold
913
– – 0.18% 70
2021
Q2 		$291K Buy
+913
New +$290K 0.17% 70
2020
Q1 		– Sell
-960
Closed -$210K – 89
2019
Q4 		$210K Sell
960
-370
-28% -$83.8K 0.07% 100
2019
Q3 		$309K Hold
1,330
– – 0.13% 78
2019
Q2 		$277K Sell
1,330
-200
-13% -$39.9K 0.11% 89
2019
Q1 		$294K Buy
+1,530
New +$281K 0.11% 83

Other funds holding HD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

LGL Partners's HD Position: Q1 2025 in Review

LGL Partners sold out of Home Depot (HD) in Q1 2025, closing a stake of 719 shares — an estimated $280K sold.

LGL Partners first reported a position in HD in Q1 2019 and held it in 19 quarters. The position peaked at $563K in Q4 2023. 3,994 funds tracked by Wall St. Rank hold HD as of Q1 2025.

  • LGL Partners reported no remaining Home Depot position as of Q1 2025 after selling out during the quarter.
  • LGL Partners sold 719 Home Depot shares in Q1 2025, an estimated $280K.
  • LGL Partners first reported a position in Home Depot in Q1 2019 and held it in 19 quarters.
  • LGL Partners's Home Depot position peaked at $563K in Q4 2023.
  • 3,994 funds tracked by Wall St. Rank held Home Depot as of Q1 2025.

Based on LGL Partners's 13F filing for Q1 2025, filed 15 May 2025.