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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

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

Bank of America

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

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

Norges Bank Oslo, Norway $935B AUM

Capital World Investors

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return