LWM
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LJI Wealth Management’s Home Depot HD Stock Holding History

LJI 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 		$456K Sell
1,294
-371
-22% -$121K 0.06% 121
2026
Q1 		$547K Buy
1,665
+23
+1% +$8.38K 0.09% 94
2025
Q4 		$565K Buy
1,642
+39
+2% +$14.3K 0.09% 99
2025
Q3 		$650K Sell
1,603
-29
-2% -$11.4K 0.11% 66
2025
Q2 		$598K Sell
1,632
-42
-3% -$15.2K 0.1% 79
2025
Q1 		$614K Sell
1,674
-14
-0.8% -$5.46K 0.12% 72
2024
Q4 		$657K Buy
1,688
+21
+1% +$8.58K 0.13% 70
2024
Q3 		$675K Buy
1,667
+28
+2% +$10.2K 0.14% 79
2024
Q2 		$564K Hold
1,639
– – 0.12% 87
2024
Q1 		$629K Buy
1,639
+10
+0.6% +$3.65K 0.16% 65
2023
Q4 		$565K Buy
1,629
+22
+1% +$6.81K 0.15% 79
2023
Q3 		$486K Buy
1,607
+74
+5% +$23.8K 0.14% 81
2023
Q2 		$476K Sell
1,533
-100
-6% -$29.5K 0.14% 80
2023
Q1 		$482K Hold
1,633
– – 0.15% 74
2022
Q4 		$516K Buy
+1,633
New +$497K 0.18% 61

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

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

LJI Wealth Management reduced its Home Depot (HD) stake by 22% in Q2 2026, selling an estimated $121K and leaving 1,294 shares worth $456K. The position accounts for 0.06% of the portfolio, ranked #121.

LJI Wealth Management first reported a position in HD in Q4 2022 and has held it in 15 quarters since. The position peaked at $675K in Q3 2024. 4,082 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • LJI Wealth Management held 1,294 shares of Home Depot worth $456K as of Q2 2026.
  • LJI Wealth Management sold 371 Home Depot shares in Q2 2026, an estimated $121K.
  • Home Depot made up 0.06% of LJI Wealth Management's portfolio in Q2 2026, its #121 holding.
  • LJI Wealth Management first reported a position in Home Depot in Q4 2022 and has held it in 15 quarters since.
  • LJI Wealth Management's Home Depot position peaked at $675K in Q3 2024.
  • 4,082 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.