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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Luminvest Wealth Management's HD Position: Q1 2026 in Review

Luminvest Wealth Management held its Home Depot (HD) position steady in Q1 2026 at 607 shares worth $200K. The position accounts for 0.05% of the portfolio, ranked #55.

Luminvest Wealth Management first reported a position in HD in Q3 2024 and has held it in 4 quarters since. The position peaked at $246K in Q3 2025. 4,116 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Luminvest Wealth Management held 607 shares of Home Depot worth $200K as of Q1 2026.
  • Luminvest Wealth Management left its Home Depot share count unchanged in Q1 2026.
  • Home Depot made up 0.05% of Luminvest Wealth Management's portfolio in Q1 2026, its #55 holding.
  • Luminvest Wealth Management first reported a position in Home Depot in Q3 2024 and has held it in 4 quarters since.
  • Luminvest Wealth Management's Home Depot position peaked at $246K in Q3 2025.
  • 4,116 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Luminvest Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.