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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Long Island Wealth Management's HD Position: Q1 2026 in Review

Long Island Wealth Management held its Home Depot (HD) position steady in Q1 2026 at 724 shares worth $238K. The position accounts for 0.11% of the portfolio, ranked #82.

Long Island Wealth Management first reported a position in HD in Q4 2023 and has held it in 10 quarters since. The position peaked at $293K in Q3 2024. 4,119 funds tracked by Wall St. Rank hold HD as of Q1 2026.

Long Island Wealth Management held 724 shares of Home Depot worth $238K as of Q1 2026.
Long Island Wealth Management left its Home Depot share count unchanged in Q1 2026.
Home Depot made up 0.11% of Long Island Wealth Management's portfolio in Q1 2026, its #82 holding.
Long Island Wealth Management first reported a position in Home Depot in Q4 2023 and has held it in 10 quarters since.
Long Island Wealth Management's Home Depot position peaked at $293K in Q3 2024.
4,119 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Long Island Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.