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Lineweaver Wealth Advisors’s Home Depot HD Stock Holding History

Lineweaver Wealth 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
Q2 		$4.89M Buy
13,871
+1,230
+10% +$400K 0.58% 39
2026
Q1 		$4.16M Buy
12,641
+847
+7% +$309K 0.56% 40
2025
Q4 		$4.06M Buy
11,794
+671
+6% +$246K 0.55% 39
2025
Q3 		$4.51M Buy
11,123
+228
+2% +$89.7K 0.66% 34
2025
Q2 		$3.99M Buy
10,895
+191
+2% +$69.1K 0.63% 35
2025
Q1 		$3.92M Buy
10,704
+1,154
+12% +$450K 0.67% 32
2024
Q4 		$3.72M Buy
9,550
+981
+11% +$401K 0.69% 32
2024
Q3 		$3.48M Buy
8,569
+348
+4% +$127K 0.66% 32
2024
Q2 		$2.83M Buy
8,221
+371
+5% +$127K 0.59% 36
2024
Q1 		$3.01M Buy
7,850
+287
+4% +$105K 0.72% 32
2023
Q4 		$2.63M Buy
7,563
+1,365
+22% +$423K 0.68% 32
2023
Q3 		$1.88M Buy
6,198
+332
+6% +$107K 0.55% 38
2023
Q2 		$1.83M Buy
5,866
+302
+5% +$89.2K 0.52% 41
2023
Q1 		$1.64M Buy
5,564
+618
+12% +$189K 0.51% 46
2022
Q4 		$1.56M Sell
4,946
-140
-3% -$42.6K 0.47% 44
2022
Q3 		$1.41M Buy
5,086
+829
+19% +$245K 0.46% 48
2022
Q2 		$1.17M Buy
4,257
+379
+10% +$112K 0.39% 52
2022
Q1 		$1.16M Buy
3,878
+1,377
+55% +$478K 0.33% 55
2021
Q4 		$1.04M Buy
2,501
+62
+3% +$23.6K 0.3% 54
2021
Q3 		$800K Buy
2,439
+251
+11% +$82.4K 0.24% 61
2021
Q2 		$697K Buy
2,188
+74
+4% +$23.5K 0.23% 58
2021
Q1 		$645K Buy
2,114
+218
+11% +$60.1K 0.23% 56
2020
Q4 		$503K Buy
1,896
+219
+13% +$60.2K 0.2% 54
2020
Q3 		$465K Buy
1,677
+148
+10% +$40.1K 0.21% 55
2020
Q2 		$383K Buy
1,529
+22
+1% +$5.04K 0.19% 52
2020
Q1 		$261K Buy
+1,507
New +$331K 0.16% 64

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

Lineweaver Wealth Advisors's HD Position: Q2 2026 in Review

Lineweaver Wealth Advisors increased its Home Depot (HD) stake by 9.7% in Q2 2026, buying an estimated $400K and bringing the position to 13,871 shares worth $4.89M. The position accounts for 0.58% of the portfolio, ranked #39.

Lineweaver Wealth Advisors first reported a position in HD in Q1 2020 and has held it in 26 quarters since. 4,082 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Lineweaver Wealth Advisors held 13,871 shares of Home Depot worth $4.89M as of Q2 2026.
  • Lineweaver Wealth Advisors bought 1,230 Home Depot shares in Q2 2026, an estimated $400K.
  • Home Depot made up 0.58% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #39 holding.
  • Lineweaver Wealth Advisors first reported a position in Home Depot in Q1 2020 and has held it in 26 quarters since.
  • 4,082 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.