Lodestone Wealth Management
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Lodestone Wealth Management’s Home Depot HD Stock Holding History

Lodestone Wealth Management’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
Q3 		$1.14M Buy
3,998
+131
+3% +$43K 0.38% 71
2026
Q2 		$1.36M Sell
3,867
-422
-10% -$137K 0.48% 63
2026
Q1 		$1.41M Buy
4,289
+1
+0% +$364 0.56% 57
2025
Q4 		$1.48M Sell
4,288
-23
-0.5% -$8.42K 0.6% 50
2025
Q3 		$1.75M Buy
4,311
+13
+0.3% +$5.11K 0.79% 46
2025
Q2 		$1.58M Sell
4,298
-43
-1% -$15.6K 0.77% 44
2025
Q1 		$1.59M Sell
4,341
-708
-14% -$276K 0.85% 42
2024
Q4 		$1.96M Buy
5,049
+188
+4% +$76.8K 0.99% 40
2024
Q3 		$1.97M Sell
4,861
-8
-0.2% -$2.92K 0.99% 33
2024
Q2 		$1.68M Hold
4,869
– – 0.88% 43
2024
Q1 		$1.87M Sell
4,869
-31
-0.6% -$11.3K 0.98% 39
2023
Q4 		$1.7M Buy
4,900
+19
+0.4% +$5.88K 0.98% 38
2023
Q3 		$1.47M Sell
4,881
-120
-2% -$38.6K 1.03% 38
2023
Q2 		$1.55M Buy
5,001
+723
+17% +$214K 1.06% 33
2023
Q1 		$1.27M Sell
4,278
-66
-2% -$20.2K 0.98% 36
2022
Q4 		$1.37M Buy
+4,344
New +$1.32M 1.11% 36

Other funds holding HD

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Lodestone Wealth Management's HD Position: Q3 2026 in Review

Lodestone Wealth Management increased its Home Depot (HD) stake by 3.4% in Q3 2026, buying an estimated $43K and bringing the position to 3,998 shares worth $1.14M. The position accounts for 0.38% of the portfolio, ranked #71.

Lodestone Wealth Management first reported a position in HD in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.97M in Q3 2024. 3,368 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Lodestone Wealth Management held 3,998 shares of Home Depot worth $1.14M as of Q3 2026.
  • Lodestone Wealth Management bought 131 Home Depot shares in Q3 2026, an estimated $43K.
  • Home Depot made up 0.38% of Lodestone Wealth Management's portfolio in Q3 2026, its #71 holding.
  • Lodestone Wealth Management first reported a position in Home Depot in Q4 2022 and has held it in 16 quarters since.
  • Lodestone Wealth Management's Home Depot position peaked at $1.97M in Q3 2024.
  • 3,368 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.