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 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Lodestone Wealth Management's HD Position: Q2 2026 in Review

Lodestone Wealth Management reduced its Home Depot (HD) stake by 9.8% in Q2 2026, selling an estimated $137K and leaving 3,867 shares worth $1.36M. The position accounts for 0.48% of the portfolio, ranked #63.

Lodestone Wealth Management first reported a position in HD in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.97M in Q3 2024. 1,730 funds tracked by Wall St. Rank hold HD as of Q2 2026.

Lodestone Wealth Management held 3,867 shares of Home Depot worth $1.36M as of Q2 2026.
Lodestone Wealth Management sold 422 Home Depot shares in Q2 2026, an estimated $137K.
Home Depot made up 0.48% of Lodestone Wealth Management's portfolio in Q2 2026, its #63 holding.
Lodestone Wealth Management first reported a position in Home Depot in Q4 2022 and has held it in 15 quarters since.
Lodestone Wealth Management's Home Depot position peaked at $1.97M in Q3 2024.
1,730 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.