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Lifeworks Advisors’s Home Depot HD Stock Holding History

Lifeworks 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 		$1.09M Sell
3,304
-29
-0.9% -$10.6K 0.14% 121
2025
Q4 		$1.15M Sell
3,333
-161
-5% -$59K 0.15% 130
2025
Q3 		$1.42M Sell
3,494
-1
-0% -$393 0.19% 114
2025
Q2 		$1.28M Sell
3,495
-40
-1% -$14.5K 0.19% 111
2025
Q1 		$1.3M Sell
3,535
-87
-2% -$33.9K 0.22% 106
2024
Q4 		$1.41M Sell
3,622
-427
-11% -$174K 0.25% 100
2024
Q3 		$1.64M Buy
4,049
+333
+9% +$121K 0.32% 91
2024
Q2 		$1.28M Buy
3,716
+10
+0.3% +$3.41K 0.36% 76
2024
Q1 		$1.42M Sell
3,706
-204
-5% -$74.5K 0.4% 72
2023
Q4 		$1.36M Sell
3,910
-252
-6% -$78K 0.47% 72
2023
Q3 		$1.26M Sell
4,162
-301
-7% -$96.8K 0.49% 62
2023
Q2 		$1.39M Buy
4,463
+362
+9% +$107K 0.59% 53
2023
Q1 		$1.21M Buy
4,101
+633
+18% +$194K 0.57% 61
2022
Q4 		$1.1M Sell
3,468
-689
-17% -$210K 0.62% 56
2022
Q3 		$1.23M Buy
4,157
+1,215
+41% +$359K 0.7% 47
2022
Q2 		$807K Buy
2,942
+284
+11% +$83.8K 0.51% 64
2022
Q1 		$796K Sell
2,658
-265
-9% -$91.9K 0.53% 66
2021
Q4 		$1.21M Buy
+2,923
New +$1.11M 0.97% 35

Other funds holding HD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Lifeworks Advisors's HD Position: Q1 2026 in Review

Lifeworks Advisors reduced its Home Depot (HD) stake by 0.87% in Q1 2026, selling an estimated $10.6K and leaving 3,304 shares worth $1.09M. The position accounts for 0.14% of the portfolio, ranked #121.

Lifeworks Advisors first reported a position in HD in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.64M in Q3 2024. 4,117 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Lifeworks Advisors held 3,304 shares of Home Depot worth $1.09M as of Q1 2026.
  • Lifeworks Advisors sold 29 Home Depot shares in Q1 2026, an estimated $10.6K.
  • Home Depot made up 0.14% of Lifeworks Advisors's portfolio in Q1 2026, its #121 holding.
  • Lifeworks Advisors first reported a position in Home Depot in Q4 2021 and has held it in 18 quarters since.
  • Lifeworks Advisors's Home Depot position peaked at $1.64M in Q3 2024.
  • 4,117 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.