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Lockerman Financial Group’s Home Depot HD Stock Holding History

Lockerman Financial Group’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
2025
Q4 		– Sell
-1,215
Closed -$492K – 100
2025
Q3 		$492K Buy
1,215
+65
+6% +$25.6K 0.62% 41
2025
Q2 		$422K Sell
1,150
-3
-0.3% -$1.09K 0.57% 50
2025
Q1 		$423K Sell
1,153
-3
-0.3% -$1.17K 0.64% 46
2024
Q4 		$450K Sell
1,156
-15
-1% -$6.13K 0.77% 40
2024
Q3 		$474K Buy
1,171
+73
+7% +$26.6K 0.8% 35
2024
Q2 		$378K Buy
1,098
+20
+2% +$6.82K 0.69% 43
2024
Q1 		$414K Sell
1,078
-16
-1% -$5.84K 0.79% 39
2023
Q4 		$379K Sell
1,094
-37
-3% -$11.5K 0.88% 35
2023
Q3 		$342K Hold
1,131
– – 0.92% 37
2023
Q2 		$351K Buy
1,131
+1
+0.1% +$295 0.98% 32
2023
Q1 		$333K Sell
1,130
-4
-0.4% -$1.23K 0.92% 33
2022
Q4 		$358K Buy
1,134
+349
+44% +$106K 1.05% 27
2022
Q3 		$217K Buy
+785
New +$232K 0.62% 55

Other funds holding HD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lockerman Financial Group's HD Position: Q4 2025 in Review

Lockerman Financial Group sold out of Home Depot (HD) in Q4 2025, closing a stake of 1,215 shares — an estimated $492K sold.

Lockerman Financial Group first reported a position in HD in Q3 2022 and held it in 13 quarters. The position peaked at $492K in Q3 2025. 4,175 funds tracked by Wall St. Rank hold HD as of Q4 2025.

  • Lockerman Financial Group reported no remaining Home Depot position as of Q4 2025 after selling out during the quarter.
  • Lockerman Financial Group sold 1,215 Home Depot shares in Q4 2025, an estimated $492K.
  • Lockerman Financial Group first reported a position in Home Depot in Q3 2022 and held it in 13 quarters.
  • Lockerman Financial Group's Home Depot position peaked at $492K in Q3 2025.
  • 4,175 funds tracked by Wall St. Rank held Home Depot as of Q4 2025.

Based on Lockerman Financial Group's 13F filing for Q4 2025, filed 21 Jan 2026.