Lummis Asset Management’s Home Depot HD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.47K Buy
+7
New +$2.28K ﹤0.01% 169
2025
Q4
Sell
-41
Closed -$16.6K 192
2025
Q3
$16.6K Hold
41
0.01% 110
2025
Q2
$15K Hold
41
0.01% 108
2025
Q1
$15K Hold
41
0.01% 109
2024
Q4
$15.9K Hold
41
0.02% 81
2024
Q3
$16.6K Hold
41
0.02% 86
2024
Q2
$14.1K Hold
41
0.02% 86
2024
Q1
$15.7K Hold
41
0.02% 83
2023
Q4
$14.2K Buy
+41
New +$12.7K 0.01% 110

Other funds holding HD

Lummis Asset Management's HD Position: Q2 2026 in Review

Lummis Asset Management opened a new position in Home Depot (HD) in Q2 2026: 7 shares worth $2.47K. The stake represents ﹤0.01% of the portfolio and ranks #169 among its holdings. This is a return to the name: Lummis Asset Management previously reported a position in HD as recently as Q3 2025.

Lummis Asset Management first reported a position in HD in Q4 2023 and has held it in 9 quarters since. The position peaked at $16.6K in Q3 2025. 4,088 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Lummis Asset Management held 7 shares of Home Depot worth $2.47K as of Q2 2026.
  • Home Depot was a new Lummis Asset Management position in Q2 2026.
  • Home Depot made up ﹤0.01% of Lummis Asset Management's portfolio in Q2 2026, its #169 holding.
  • Lummis Asset Management first reported a position in Home Depot in Q4 2023 and has held it in 9 quarters since.
  • Lummis Asset Management's Home Depot position peaked at $16.6K in Q3 2025.
  • 4,088 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Lummis Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.