LifePlan Investment Advisors’s Home Depot HD Stock Holding History

LifePlan Investment 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 Q1	$328K	Sell	998 -103	-9%	-$37.5K	0.13%	101
2025 Q4	$379K	Buy	1,101 +162	+17%	+$59.3K	0.15%	89
2025 Q3	$380K	Buy	939 +58	+7%	+$22.8K	0.16%	88
2025 Q2	$323K	Sell	881 -19	-2%	-$6.88K	0.16%	88
2025 Q1	$330K	Sell	900 -5	-0.6%	-$1.95K	0.19%	79
2024 Q4	$352K	Buy	905 +59	+7%	+$24.1K	0.22%	76
2024 Q3	$343K	Sell	846 -30	-3%	-$10.9K	0.22%	71
2024 Q2	$302K	Buy	876 +39	+5%	+$13.3K	0.22%	71
2024 Q1	$321K	Buy	837 +12	+1%	+$4.38K	0.26%	64
2023 Q4	$286K	Buy	825 +68	+9%	+$21.1K	0.26%	53
2023 Q3	$229K	Buy	+757	New	+$243K	0.24%	58

Other funds holding HD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

LifePlan Investment Advisors's HD Position: Q1 2026 in Review

LifePlan Investment Advisors reduced its Home Depot (HD) stake by 9.4% in Q1 2026, selling an estimated $37.5K and leaving 998 shares worth $328K. The position accounts for 0.13% of the portfolio, ranked #101.

LifePlan Investment Advisors first reported a position in HD in Q3 2023 and has held it in 11 quarters since. The position peaked at $380K in Q3 2025. 4,116 funds tracked by Wall St. Rank hold HD as of Q1 2026.

LifePlan Investment Advisors held 998 shares of Home Depot worth $328K as of Q1 2026.
LifePlan Investment Advisors sold 103 Home Depot shares in Q1 2026, an estimated $37.5K.
Home Depot made up 0.13% of LifePlan Investment Advisors's portfolio in Q1 2026, its #101 holding.
LifePlan Investment Advisors first reported a position in Home Depot in Q3 2023 and has held it in 11 quarters since.
LifePlan Investment Advisors's Home Depot position peaked at $380K in Q3 2025.
4,116 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.