LAS
HD icon

LWM Advisory Services’s Home Depot HD Stock Holding History

LWM Advisory Services’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 		– Sell
-784
Closed -$262K – 83
2026
Q1 		$262K Sell
784
-515
-40% -$188K 0.28% 70
2025
Q4 		$447K Buy
1,299
+24
+2% +$8.79K 0.26% 54
2025
Q3 		$509K Buy
1,275
+12
+1% +$4.72K 0.3% 55
2025
Q2 		$463K Sell
1,263
-141
-10% -$51K 0.32% 57
2025
Q1 		$514K Buy
1,404
+51
+4% +$19.9K 0.36% 51
2024
Q4 		$526K Sell
1,353
-225
-14% -$91.9K 0.37% 48
2024
Q3 		$639K Buy
1,578
+374
+31% +$136K 0.47% 38
2024
Q2 		$415K Sell
1,204
-613
-34% -$209K 0.35% 51
2024
Q1 		$697K Sell
1,817
-35
-2% -$12.8K 0.56% 34
2023
Q4 		$642K Buy
1,852
+546
+42% +$169K 0.56% 33
2023
Q3 		$393K Sell
1,306
-17
-1% -$5.47K 0.42% 44
2023
Q2 		$406K Sell
1,323
-88
-6% -$26K 0.43% 43
2023
Q1 		$416K Buy
1,411
+80
+6% +$24.5K 0.44% 44
2022
Q4 		$420K Sell
1,331
-1,304
-49% -$397K 0.46% 46
2022
Q3 		$746K Buy
2,635
+52
+2% +$15.3K 0.84% 28
2022
Q2 		$714K Buy
2,583
+35
+1% +$10.3K 0.86% 28
2022
Q1 		$766K Sell
2,548
-1,454
-36% -$504K 0.95% 29
2021
Q4 		$1.66M Buy
+4,002
New +$1.52M 2.06% 7

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

LWM Advisory Services's HD Position: Q2 2026 in Review

LWM Advisory Services sold out of Home Depot (HD) in Q2 2026, closing a stake of 784 shares — an estimated $262K sold.

LWM Advisory Services first reported a position in HD in Q4 2021 and held it in 18 quarters. The position peaked at $1.66M in Q4 2021. 4,081 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • LWM Advisory Services reported no remaining Home Depot position as of Q2 2026 after selling out during the quarter.
  • LWM Advisory Services sold 784 Home Depot shares in Q2 2026, an estimated $262K.
  • LWM Advisory Services first reported a position in Home Depot in Q4 2021 and held it in 18 quarters.
  • LWM Advisory Services's Home Depot position peaked at $1.66M in Q4 2021.
  • 4,081 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on LWM Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.