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LVM Capital Management’s Home Depot HD Stock Holding History

LVM Capital 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 		$10.4M Sell
29,539
-1,948
-6% -$634K 0.87% 33
2026
Q1 		$10.4M Sell
31,487
-14,586
-32% -$5.32M 0.98% 31
2025
Q4 		$15.9M Sell
46,073
-7,429
-14% -$2.72M 1.47% 21
2025
Q3 		$21.7M Sell
53,502
-827
-2% -$325K 2.08% 15
2025
Q2 		$19.9M Buy
54,329
+5
+0% +$1.81K 2.07% 14
2025
Q1 		$19.9M Sell
54,324
-2,252
-4% -$878K 2.22% 14
2024
Q4 		$22M Sell
56,576
-2,512
-4% -$1.03M 2.37% 13
2024
Q3 		$20.3M Hold
59,088
– – 2.31% 11
2024
Q2 		$20.3M Sell
59,088
-158
-0.3% -$53.9K 2.31% 11
2024
Q1 		$22.7M Sell
59,246
-596
-1% -$218K 2.68% 9
2023
Q4 		$20.7M Sell
59,842
-324
-0.5% -$100K 2.66% 9
2023
Q3 		$18.2M Sell
60,166
-1,638
-3% -$527K 2.56% 10
2023
Q2 		$19.2M Buy
61,804
+469
+0.8% +$139K 2.57% 9
2023
Q1 		$18.1M Buy
61,335
+2,040
+3% +$625K 2.51% 10
2022
Q4 		$18.7M Sell
59,295
-210
-0.4% -$64K 2.71% 9
2022
Q3 		$16.4M Buy
59,505
+355
+0.6% +$105K 2.51% 10
2022
Q2 		$16.2M Buy
59,150
+2,326
+4% +$687K 2.35% 10
2022
Q1 		$17M Buy
56,824
+5,383
+10% +$1.87M 2.25% 11
2021
Q4 		$21.3M Sell
51,441
-1,412
-3% -$538K 2.85% 9
2021
Q3 		$17.4M Buy
52,853
+197
+0.4% +$64.7K 2.62% 11
2021
Q2 		$16.8M Buy
52,656
+1,485
+3% +$472K 2.56% 12
2021
Q1 		$15.6M Sell
51,171
-346
-0.7% -$95.4K 2.53% 13
2020
Q4 		$13.7M Sell
51,517
-150
-0.3% -$41.2K 2.31% 16
2020
Q3 		$14.3M Buy
51,667
+810
+2% +$219K 2.78% 11
2020
Q2 		$12.7M Sell
50,857
-330
-0.6% -$75.5K 2.61% 12
2020
Q1 		$9.56M Buy
51,187
+2,811
+6% +$617K 2.36% 15
2019
Q4 		$10.6M Buy
48,376
+1,435
+3% +$325K 2.09% 20
2019
Q3 		$10.9M Buy
46,941
+2,205
+5% +$482K 2.31% 18
2019
Q2 		$9.3M Buy
44,736
+1,100
+3% +$219K 2.12% 19
2019
Q1 		$8.37M Buy
43,636
+4,625
+12% +$848K 1.92% 21
2018
Q4 		$6.7M Buy
39,011
+36,618
+1,530% +$6.57M 1.76% 21
2018
Q3 		$496K Hold
2,393
– – 0.11% 68
2018
Q2 		$467K Sell
2,393
-55
-2% -$10.3K 0.11% 71
2018
Q1 		$436K Hold
2,448
– – 0.1% 71
2017
Q4 		$464K Buy
2,448
+195
+9% +$33.7K 0.11% 72
2017
Q3 		$369K Buy
2,253
+166
+8% +$25.5K 0.09% 80
2017
Q2 		$320K Hold
2,087
– – 0.08% 84
2017
Q1 		$306K Buy
2,087
+23
+1% +$3.26K 0.08% 88
2016
Q4 		$277K Buy
+2,064
New +$266K 0.08% 93
2016
Q3 		– Sell
-2,000
Closed -$255K – 123
2016
Q2 		$255K Hold
2,000
– – 0.07% 97
2016
Q1 		$267K Buy
2,000
+100
+5% +$12.5K 0.08% 91
2015
Q4 		$251K Hold
1,900
– – 0.09% 94
2015
Q3 		$219K Sell
1,900
-1,250
-40% -$145K 0.08% 97
2015
Q2 		$350K Buy
3,150
+1,350
+75% +$151K 0.12% 72
2015
Q1 		$204K Sell
1,800
-300
-14% -$33.1K 0.07% 106
2014
Q4 		$220K Buy
+2,100
New +$204K 0.07% 105

Other funds holding HD

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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LVM Capital Management's HD Position: Q2 2026 in Review

LVM Capital Management reduced its Home Depot (HD) stake by 6.2% in Q2 2026, selling an estimated $634K and leaving 29,539 shares worth $10.4M. The position accounts for 0.87% of the portfolio, ranked #33.

LVM Capital Management first reported a position in HD in Q4 2014 and has held it in 46 quarters since. The position peaked at $22.7M in Q1 2024. 2,052 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • LVM Capital Management held 29,539 shares of Home Depot worth $10.4M as of Q2 2026.
  • LVM Capital Management sold 1,948 Home Depot shares in Q2 2026, an estimated $634K.
  • Home Depot made up 0.87% of LVM Capital Management's portfolio in Q2 2026, its #33 holding.
  • LVM Capital Management first reported a position in Home Depot in Q4 2014 and has held it in 46 quarters since.
  • LVM Capital Management's Home Depot position peaked at $22.7M in Q1 2024.
  • 2,052 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.