LIG
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Lokken Investment Group’s Home Depot HD Stock Holding History

Lokken Investment 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
Q3 		$509K Buy
1,255
+3
+0.2% +$1.18K 0.17% 88
2025
Q2 		$459K Buy
1,252
+57
+5% +$20.6K 0.18% 86
2025
Q1 		$438K Sell
1,195
-42
-3% -$16.4K 0.18% 86
2024
Q4 		$481K Buy
1,237
+13
+1% +$5.31K 0.21% 84
2024
Q3 		$496K Sell
1,224
-2
-0.2% -$729 0.21% 88
2024
Q2 		$422K Sell
1,226
-15
-1% -$5.12K 0.2% 87
2024
Q1 		$476K Sell
1,241
-114
-8% -$41.6K 0.24% 86
2023
Q4 		$470K Hold
1,355
– – 0.27% 80
2023
Q3 		$409K Sell
1,355
-46
-3% -$14.8K 0.27% 79
2023
Q2 		$435K Sell
1,401
-10
-0.7% -$2.95K 0.28% 79
2023
Q1 		$417K Buy
1,411
+12
+0.9% +$3.68K 0.32% 78
2022
Q4 		$442K Hold
1,399
– – 0.35% 67
2022
Q3 		$386K Buy
1,399
+1
+0.1% +$295 0.33% 64
2022
Q2 		$383K Sell
1,398
-19
-1% -$5.61K 0.31% 72
2022
Q1 		$426K Sell
1,417
-1
-0.1% -$347 0.34% 67
2021
Q4 		$588K Buy
1,418
+1
+0.1% +$381 0.42% 48
2021
Q3 		$465K Buy
1,417
+62
+5% +$20.4K 0.37% 56
2021
Q2 		$432K Sell
1,355
-19
-1% -$6.04K 0.35% 64
2021
Q1 		$419K Buy
1,374
+300
+28% +$82.7K 0.37% 63
2020
Q4 		$285K Buy
+1,074
New +$295K 0.26% 71

Other funds holding HD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Lokken Investment Group's HD Position: Q3 2025 in Review

Lokken Investment Group increased its Home Depot (HD) stake by 0.24% in Q3 2025, buying an estimated $1.18K and bringing the position to 1,255 shares worth $509K. The position accounts for 0.17% of the portfolio, ranked #88.

Lokken Investment Group first reported a position in HD in Q4 2020 and has held it in 20 quarters since. The position peaked at $588K in Q4 2021. 4,063 funds tracked by Wall St. Rank hold HD as of Q3 2025.

  • Lokken Investment Group held 1,255 shares of Home Depot worth $509K as of Q3 2025.
  • Lokken Investment Group bought 3 Home Depot shares in Q3 2025, an estimated $1.18K.
  • Home Depot made up 0.17% of Lokken Investment Group's portfolio in Q3 2025, its #88 holding.
  • Lokken Investment Group first reported a position in Home Depot in Q4 2020 and has held it in 20 quarters since.
  • Lokken Investment Group's Home Depot position peaked at $588K in Q4 2021.
  • 4,063 funds tracked by Wall St. Rank held Home Depot as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.