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LVW Advisors’s Home Depot HD Stock Holding History

LVW Advisors’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 		$2.86M Buy
8,119
+46
+0.6% +$15K 0.25% 57
2026
Q1 		$2.66M Buy
8,073
+146
+2% +$53.2K 0.25% 54
2025
Q4 		$2.73M Sell
7,927
-379
-5% -$139K 0.28% 47
2025
Q3 		$3.37M Buy
8,306
+58
+0.7% +$22.8K 0.34% 41
2025
Q2 		$3.02M Buy
8,248
+103
+1% +$37.3K 0.33% 41
2025
Q1 		$2.98M Sell
8,145
-772
-9% -$301K 0.36% 37
2024
Q4 		$3.47M Sell
8,917
-219
-2% -$89.5K 0.42% 40
2024
Q3 		$3.7M Buy
9,136
+580
+7% +$212K 0.47% 34
2024
Q2 		$2.95M Sell
8,556
-224
-3% -$76.4K 0.43% 37
2024
Q1 		$3.37M Sell
8,780
-283
-3% -$103K 0.57% 30
2023
Q4 		$3.14M Sell
9,063
-1,377
-13% -$426K 0.59% 32
2023
Q3 		$3.15M Sell
10,440
-1,630
-14% -$524K 0.65% 35
2023
Q2 		$3.75M Sell
12,070
-1,220
-9% -$360K 0.72% 36
2023
Q1 		$3.92M Sell
13,290
-4
-0% -$1.23K 0.77% 33
2022
Q4 		$4.2M Buy
13,294
+143
+1% +$43.6K 0.85% 29
2022
Q3 		$3.63M Buy
13,151
+220
+2% +$64.9K 0.81% 33
2022
Q2 		$3.55M Buy
12,931
+315
+2% +$93K 0.72% 40
2022
Q1 		$3.78M Sell
12,616
-4
-0% -$1.39K 0.64% 44
2021
Q4 		$5.24M Sell
12,620
-566
-4% -$215K 0.89% 27
2021
Q3 		$4.33M Buy
13,186
+203
+2% +$66.7K 0.75% 36
2021
Q2 		$4.14M Buy
12,983
+77
+0.6% +$24.5K 0.73% 38
2021
Q1 		$3.94M Buy
12,906
+296
+2% +$81.6K 0.76% 36
2020
Q4 		$3.35M Buy
12,610
+274
+2% +$75.3K 0.67% 39
2020
Q3 		$3.43M Sell
12,336
-252
-2% -$68.3K 0.76% 36
2020
Q2 		$3.15M Buy
12,588
+10,302
+451% +$2.36M 0.76% 40
2020
Q1 		$427K Sell
2,286
-100
-4% -$22K 0.11% 97
2019
Q4 		$521K Buy
2,386
+93
+4% +$21.1K 0.12% 101
2019
Q3 		$532K Sell
2,293
-201
-8% -$43.9K 0.13% 98
2019
Q2 		$519K Buy
2,494
+130
+5% +$25.9K 0.14% 91
2019
Q1 		$454K Sell
2,364
-124
-5% -$22.7K 0.12% 116
2018
Q4 		$427K Buy
2,488
+383
+18% +$68.7K 0.14% 87
2018
Q3 		$436K Sell
2,105
-121
-5% -$24.4K 0.12% 106
2018
Q2 		$434K Sell
2,226
-155
-7% -$29K 0.14% 95
2018
Q1 		$424K Buy
2,381
+156
+7% +$29.3K 0.13% 96
2017
Q4 		$422K Sell
2,225
-29
-1% -$5K 0.12% 93
2017
Q3 		$369K Sell
2,254
-90
-4% -$13.8K 0.15% 102
2017
Q2 		$360K Sell
2,344
-2
-0.1% -$307 0.13% 88
2017
Q1 		$345K Sell
2,346
-107
-4% -$15.2K 0.12% 89
2016
Q4 		$329K Buy
2,453
+59
+2% +$7.61K 0.12% 100
2016
Q3 		$308K Buy
2,394
+58
+2% +$7.73K 0.1% 103
2016
Q2 		$298K Sell
2,336
-815
-26% -$108K 0.11% 102
2016
Q1 		$420K Sell
3,151
-295
-9% -$36.8K 0.13% 83
2015
Q4 		$456K Buy
3,446
+203
+6% +$25.8K 0.18% 76
2015
Q3 		$375K Buy
3,243
+398
+14% +$46K 0.17% 92
2015
Q2 		$316K Sell
2,845
-33
-1% -$3.69K 0.13% 105
2015
Q1 		$327K Sell
2,878
-124
-4% -$13.7K 0.16% 106
2014
Q4 		$315K Buy
+3,002
New +$292K 0.17% 115

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

LVW Advisors's HD Position: Q2 2026 in Review

LVW Advisors increased its Home Depot (HD) stake by 0.57% in Q2 2026, buying an estimated $15K and bringing the position to 8,119 shares worth $2.86M. The position accounts for 0.25% of the portfolio, ranked #57.

LVW Advisors first reported a position in HD in Q4 2014 and has held it in 47 quarters since. The position peaked at $5.24M in Q4 2021. 2,050 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • LVW Advisors held 8,119 shares of Home Depot worth $2.86M as of Q2 2026.
  • LVW Advisors bought 46 Home Depot shares in Q2 2026, an estimated $15K.
  • Home Depot made up 0.25% of LVW Advisors's portfolio in Q2 2026, its #57 holding.
  • LVW Advisors first reported a position in Home Depot in Q4 2014 and has held it in 47 quarters since.
  • LVW Advisors's Home Depot position peaked at $5.24M in Q4 2021.
  • 2,050 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.