LIWM
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Long Island Wealth Management’s Home Depot HD Stock Holding History

Long Island 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 		$258K Buy
732
+8
+1% +$2.6K 0.11% 81
2026
Q1 		$238K Hold
724
– – 0.11% 82
2025
Q4 		$249K Hold
724
– – 0.12% 77
2025
Q3 		$293K Hold
724
– – 0.14% 70
2025
Q2 		$265K Hold
724
– – 0.14% 72
2025
Q1 		$265K Hold
724
– – 0.16% 68
2024
Q4 		$282K Hold
724
– – 0.18% 64
2024
Q3 		$293K Hold
724
– – 0.19% 60
2024
Q2 		$249K Sell
724
-22
-3% -$7.5K 0.18% 66
2024
Q1 		$286K Buy
746
+1
+0.1% +$365 0.2% 63
2023
Q4 		$258K Buy
+745
New +$231K 0.18% 68

Other funds holding HD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Long Island Wealth Management's HD Position: Q2 2026 in Review

Long Island Wealth Management increased its Home Depot (HD) stake by 1.1% in Q2 2026, buying an estimated $2.6K and bringing the position to 732 shares worth $258K. The position accounts for 0.11% of the portfolio, ranked #81.

Long Island Wealth Management first reported a position in HD in Q4 2023 and has held it in 11 quarters since. The position peaked at $293K in Q3 2024. 4,111 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Long Island Wealth Management held 732 shares of Home Depot worth $258K as of Q2 2026.
  • Long Island Wealth Management bought 8 Home Depot shares in Q2 2026, an estimated $2.6K.
  • Home Depot made up 0.11% of Long Island Wealth Management's portfolio in Q2 2026, its #81 holding.
  • Long Island Wealth Management first reported a position in Home Depot in Q4 2023 and has held it in 11 quarters since.
  • Long Island Wealth Management's Home Depot position peaked at $293K in Q3 2024.
  • 4,111 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Long Island Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.