LMG Wealth Partners’s Home Depot HD Stock Holding History

LMG Wealth Partners’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	$3.52M	Buy	9,974 +301	+3%	+$97.9K	0.56%	56
2026 Q1	$3.18M	Buy	9,673 +850	+10%	+$310K	0.58%	55
2025 Q4	$3.04M	Buy	8,823 +6,554	+289%	+$2.4M	0.57%	55
2025 Q3	$919K	Buy	2,269 +1	+0%	+$393	0.17%	99
2025 Q2	$832K	Buy	2,268 +1	+0%	+$362	0.17%	93
2025 Q1	$831K	Buy	2,267 +1	+0%	+$390	0.19%	89
2024 Q4	$881K	Buy	2,266 +556	+33%	+$227K	0.19%	88
2024 Q3	$693K	Buy	1,710 +1	+0.1%	+$365	0.16%	86
2024 Q2	$588K	Buy	1,709 +29	+2%	+$9.89K	0.15%	88
2024 Q1	$644K	Sell	1,680 -42	-2%	-$15.3K	0.16%	88
2023 Q4	$597K	Hold	1,722	–	–	0.17%	71
2023 Q3	$520K	Hold	1,722	–	–	0.16%	72
2023 Q2	$535K	Hold	1,722	–	–	0.16%	74
2023 Q1	$508K	Buy	1,722 +23	+1%	+$7.05K	0.16%	75
2022 Q4	$556K	Buy	+1,699	New	+$518K	0.18%	73

Other funds holding HD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LMG Wealth Partners's HD Position: Q2 2026 in Review

LMG Wealth Partners increased its Home Depot (HD) stake by 3.1% in Q2 2026, buying an estimated $97.9K and bringing the position to 9,974 shares worth $3.52M. The position accounts for 0.56% of the portfolio, ranked #56.

LMG Wealth Partners first reported a position in HD in Q4 2022 and has held it in 15 quarters since. 4,121 funds tracked by Wall St. Rank hold HD as of Q2 2026.

LMG Wealth Partners held 9,974 shares of Home Depot worth $3.52M as of Q2 2026.
LMG Wealth Partners bought 301 Home Depot shares in Q2 2026, an estimated $97.9K.
Home Depot made up 0.56% of LMG Wealth Partners's portfolio in Q2 2026, its #56 holding.
LMG Wealth Partners first reported a position in Home Depot in Q4 2022 and has held it in 15 quarters since.
4,121 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.