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

Luminvest 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 		$228K Buy
648
+41
+7% +$13.3K 0.05% 56
2026
Q1 		$200K Hold
607
– – 0.05% 55
2025
Q4 		$209K Hold
607
– – 0.06% 48
2025
Q3 		$246K Buy
+607
New +$239K 0.08% 40
2024
Q4 		– Sell
-507
Closed -$206K – 33
2024
Q3 		$206K Buy
+507
New +$185K 0.09% 33

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

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

Luminvest Wealth Management increased its Home Depot (HD) stake by 6.8% in Q2 2026, buying an estimated $13.3K and bringing the position to 648 shares worth $228K. The position accounts for 0.05% of the portfolio, ranked #56.

Luminvest Wealth Management first reported a position in HD in Q3 2024 and has held it in 5 quarters since. The position peaked at $246K in Q3 2025. 4,103 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Luminvest Wealth Management held 648 shares of Home Depot worth $228K as of Q2 2026.
  • Luminvest Wealth Management bought 41 Home Depot shares in Q2 2026, an estimated $13.3K.
  • Home Depot made up 0.05% of Luminvest Wealth Management's portfolio in Q2 2026, its #56 holding.
  • Luminvest Wealth Management first reported a position in Home Depot in Q3 2024 and has held it in 5 quarters since.
  • Luminvest Wealth Management's Home Depot position peaked at $246K in Q3 2025.
  • 4,103 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Luminvest Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.