LWM
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LongView Wealth Management’s Home Depot HD Stock Holding History

LongView 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 		$11.6M Buy
32,815
+1,455
+5% +$473K 2.97% 8
2026
Q1 		$10.7M Sell
31,360
-2,618
-8% -$954K 2.7% 8
2025
Q4 		$12.7M Sell
33,978
-182
-0.5% -$66.7K 3.08% 4
2025
Q3 		$13.8M Sell
34,160
-8
-0% -$3.15K 3.75% 4
2025
Q2 		$12.5M Sell
34,168
-5,264
-13% -$1.9M 3.79% 3
2025
Q1 		$14.5M Sell
39,432
-130
-0.3% -$50.7K 4.33% 2
2024
Q4 		$15.4M Buy
39,562
+163
+0.4% +$66.6K 4.69% 3
2024
Q3 		$16M Sell
39,399
-257
-0.6% -$93.7K 5.1% 2
2024
Q2 		$13.7M Buy
39,656
+1,154
+3% +$394K 5.04% 3
2024
Q1 		$14.8M Sell
38,502
-877
-2% -$320K 5.85% 2
2023
Q4 		$13.6M Buy
+39,379
New +$12.2M 6.09% 1

Other funds holding HD

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

LongView Wealth Management increased its Home Depot (HD) stake by 4.6% in Q2 2026, buying an estimated $473K and bringing the position to 32,815 shares worth $11.6M. The position accounts for 2.97% of the portfolio, ranked #8.

LongView Wealth Management first reported a position in HD in Q4 2023 and has held it in 11 quarters since. The position peaked at $16M in Q3 2024. 2,432 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • LongView Wealth Management held 32,815 shares of Home Depot worth $11.6M as of Q2 2026.
  • LongView Wealth Management bought 1,455 Home Depot shares in Q2 2026, an estimated $473K.
  • Home Depot made up 2.97% of LongView Wealth Management's portfolio in Q2 2026, its #8 holding.
  • LongView Wealth Management first reported a position in Home Depot in Q4 2023 and has held it in 11 quarters since.
  • LongView Wealth Management's Home Depot position peaked at $16M in Q3 2024.
  • 2,432 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.