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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

LMG Wealth Partners's HD Position: Q1 2026 in Review

LMG Wealth Partners increased its Home Depot (HD) stake by 9.6% in Q1 2026, buying an estimated $310K and bringing the position to 9,673 shares worth $3.18M. The position accounts for 0.58% of the portfolio, ranked #55.

LMG Wealth Partners first reported a position in HD in Q4 2022 and has held it in 14 quarters since. 4,119 funds tracked by Wall St. Rank hold HD as of Q1 2026.

LMG Wealth Partners held 9,673 shares of Home Depot worth $3.18M as of Q1 2026.
LMG Wealth Partners bought 850 Home Depot shares in Q1 2026, an estimated $310K.
Home Depot made up 0.58% of LMG Wealth Partners's portfolio in Q1 2026, its #55 holding.
LMG Wealth Partners first reported a position in Home Depot in Q4 2022 and has held it in 14 quarters since.
4,119 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.