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Liberty Wealth Management’s Home Depot HD Stock Holding History

Liberty Wealth Management’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 		$729K Hold
2,215
– – 0.09% 119
2026
Q1 		$729K Buy
2,215
+88
+4% +$32.1K 0.09% 119
2025
Q4 		$732K Sell
2,127
-132
-6% -$48.3K 0.09% 110
2025
Q3 		$915K Sell
2,259
-5
-0.2% -$1.97K 0.13% 90
2025
Q2 		$830K Sell
2,264
-6
-0.3% -$2.17K 0.13% 93
2025
Q1 		$832K Sell
2,270
-99
-4% -$38.6K 0.16% 68
2024
Q4 		$922K Buy
2,369
+46
+2% +$18.8K 0.15% 82
2024
Q3 		$941K Sell
2,323
-13,840
-86% -$5.05M 0.16% 80
2024
Q2 		$719K Buy
16,163
+14,106
+686% +$4.81M 0.13% 90
2024
Q1 		$789K Sell
2,057
-39
-2% -$14.2K 0.15% 83
2023
Q4 		$727K Sell
2,096
-8
-0.4% -$2.48K 0.16% 75
2023
Q3 		$636K Sell
2,104
-6
-0.3% -$1.93K 0.16% 75
2023
Q2 		$949K Buy
2,110
+13
+0.6% +$3.84K 0.23% 56
2023
Q1 		$620K Buy
+2,097
New +$643K 0.13% 102
2022
Q3 		$571K Buy
2,071
+51
+3% +$15.1K 0.15% 78
2022
Q2 		$554K Buy
2,020
+91
+5% +$26.9K 0.22% 77
2022
Q1 		$577K Sell
1,929
-68
-3% -$23.6K 0.21% 70
2021
Q4 		$2.9M Sell
1,997
-290
-13% -$110K 0.13% 44
2021
Q3 		$763K Buy
2,287
+355
+18% +$117K 0.27% 55
2021
Q2 		$616K Buy
1,932
+39
+2% +$12.4K 0.24% 61
2021
Q1 		$511K Hold
1,893
– – 0.25% 63
2020
Q4 		$511K Buy
1,893
+107
+6% +$29.4K 0.25% 63
2020
Q3 		$496K Sell
1,786
-19
-1% -$5.15K 0.29% 54
2020
Q2 		$452K Buy
1,805
+141
+8% +$32.3K 0.32% 51
2020
Q1 		$311K Sell
1,664
-37
-2% -$8.12K 0.27% 60
2019
Q4 		$371K Buy
1,701
+141
+9% +$31.9K 0.29% 64
2019
Q3 		$362K Buy
1,560
+583
+60% +$127K 0.34% 56
2019
Q2 		$203K Buy
977
+369
+61% +$73.6K 0.18% 105
2019
Q1 		$116K Buy
608
+41
+7% +$7.52K 0.09% 126
2018
Q4 		$97K Buy
+567
New +$102K 0.07% 133

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

Liberty Wealth Management's HD Position: Q2 2026 in Review

Liberty Wealth Management held its Home Depot (HD) position steady in Q2 2026 at 2,215 shares worth $729K. The position accounts for 0.09% of the portfolio, ranked #119.

Liberty Wealth Management first reported a position in HD in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.9M in Q4 2021. 4,094 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Liberty Wealth Management held 2,215 shares of Home Depot worth $729K as of Q2 2026.
  • Liberty Wealth Management left its Home Depot share count unchanged in Q2 2026.
  • Home Depot made up 0.09% of Liberty Wealth Management's portfolio in Q2 2026, its #119 holding.
  • Liberty Wealth Management first reported a position in Home Depot in Q4 2018 and has held it in 30 quarters since.
  • Liberty Wealth Management's Home Depot position peaked at $2.9M in Q4 2021.
  • 4,094 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.