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LM Advisors’s Home Depot HD Stock Holding History

LM 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 		$1.02M Buy
2,885
+1,957
+211% +$637K 0.12% 106
2026
Q1 		$2.82K Sell
928
-73
-7% -$26.6K 0.04% 164
2025
Q4 		$2.91K Sell
1,001
-1,503
-60% -$551K 0.05% 158
2025
Q3 		$1.01M Hold
2,504
– – 0.15% 89
2025
Q2 		$918K Sell
2,504
-2,213
-47% -$801K 0.12% 89
2025
Q1 		$1.73M Sell
4,717
-378
-7% -$147K 0.31% 60
2024
Q4 		$1.98M Buy
5,095
+2,687
+112% +$1.1M 0.35% 53
2024
Q3 		$976K Sell
2,408
-35
-1% -$12.8K 0.2% 76
2024
Q2 		$841K Sell
2,443
-3
-0.1% -$1.02K ﹤0.01% 102
2024
Q1 		$938K Buy
2,446
+1
+0% +$365 0.15% 102
2023
Q4 		$847K Buy
+2,445
New +$757K 0.17% 85

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

LM Advisors's HD Position: Q2 2026 in Review

LM Advisors increased its Home Depot (HD) stake by 211% in Q2 2026, buying an estimated $637K and bringing the position to 2,885 shares worth $1.02M. The position accounts for 0.12% of the portfolio, ranked #106.

LM Advisors first reported a position in HD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.98M in Q4 2024. 4,077 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • LM Advisors held 2,885 shares of Home Depot worth $1.02M as of Q2 2026.
  • LM Advisors bought 1,957 Home Depot shares in Q2 2026, an estimated $637K.
  • Home Depot made up 0.12% of LM Advisors's portfolio in Q2 2026, its #106 holding.
  • LM Advisors first reported a position in Home Depot in Q4 2023 and has held it in 11 quarters since.
  • LM Advisors's Home Depot position peaked at $1.98M in Q4 2024.
  • 4,077 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.