Lynch & Associates’s Home Depot HD Stock Holding History

Lynch & Associates’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	$2.46M	Sell	6,984 -679	-9%	-$221K	0.43%	61
2026 Q1	$2.52M	Buy	7,663 +397	+5%	+$145K	0.47%	55
2025 Q4	$2.5M	Sell	7,266 -60	-0.8%	-$22K	0.47%	54
2025 Q3	$2.97M	Buy	7,326 +508	+7%	+$200K	0.57%	48
2025 Q2	$2.5M	Buy	6,818 +164	+2%	+$59.3K	0.5%	52
2025 Q1	$2.44M	Buy	6,654 +461	+7%	+$180K	0.53%	49
2024 Q4	$2.41M	Buy	6,193 +297	+5%	+$121K	0.52%	49
2024 Q3	$2.39M	Buy	5,896 +633	+12%	+$231K	0.51%	51
2024 Q2	$1.81M	Buy	5,263 +285	+6%	+$97.2K	0.41%	59
2024 Q1	$1.91M	Buy	4,978 +553	+12%	+$202K	0.44%	59
2023 Q4	$1.53M	Buy	4,425 +978	+28%	+$303K	0.37%	63
2023 Q3	$1.04M	Buy	3,447 +1,954	+131%	+$628K	0.27%	64
2023 Q2	$464K	Hold	1,493	–	–	0.12%	81
2023 Q1	$441K	Hold	1,493	–	–	0.12%	83
2022 Q4	$472K	Hold	1,493	–	–	0.12%	80
2022 Q3	$412K	Hold	1,493	–	–	0.12%	83
2022 Q2	$409K	Hold	1,493	–	–	0.11%	81
2022 Q1	$447K	Sell	1,493 -8	-0.5%	-$2.77K	0.11%	86
2021 Q4	$623K	Buy	1,501 +18	+1%	+$6.85K	0.15%	77
2021 Q3	$487K	Buy	1,483 +8	+0.5%	+$2.63K	0.13%	84
2021 Q2	$470K	Hold	1,475	–	–	0.12%	85
2021 Q1	$450K	Sell	1,475 -400	-21%	-$110K	0.12%	88
2020 Q4	$498K	Sell	1,875 -575	-23%	-$158K	0.14%	80
2020 Q3	$680K	Sell	2,450 -400	-14%	-$108K	0.2%	69
2020 Q2	$714K	Sell	2,850 -400	-12%	-$91.6K	0.23%	68
2020 Q1	$607K	Buy	3,250 +100	+3%	+$22K	0.22%	69
2019 Q4	$688K	Sell	3,150 -175	-5%	-$39.6K	0.2%	72
2019 Q3	$771K	Hold	3,325	–	–	0.24%	63
2019 Q2	$692K	Hold	3,325	–	–	0.22%	67
2019 Q1	$638K	Buy	3,325 +25	+0.8%	+$4.59K	0.21%	66
2018 Q4	$567K	Hold	3,300	–	–	0.21%	67
2018 Q3	$684K	Sell	3,300 -2,000	-38%	-$403K	0.23%	67
2018 Q2	$1.03M	Hold	5,300	–	–	0.37%	57
2018 Q1	$945K	Hold	5,300	–	–	0.36%	57
2017 Q4	$1M	Hold	5,300	–	–	0.38%	55
2017 Q3	$867K	Hold	5,300	–	–	0.34%	58
2017 Q2	$813K	Hold	5,300	–	–	0.32%	59
2017 Q1	$778K	Hold	5,300	–	–	0.32%	60
2016 Q4	$711K	Sell	5,300 -268	-5%	-$34.5K	0.3%	62
2016 Q3	$716K	Hold	5,568	–	–	0.32%	63
2016 Q2	$711K	Buy	5,568 +48	+0.9%	+$6.35K	0.32%	63
2016 Q1	$737K	Buy	5,520 +20	+0.4%	+$2.49K	0.35%	60
2015 Q4	$727K	Hold	5,500	–	–	0.37%	56
2015 Q3	$635K	Hold	5,500	–	–	0.35%	63
2015 Q2	$611K	Hold	5,500	–	–	0.32%	66
2015 Q1	$625K	Hold	5,500	–	–	0.33%	64
2014 Q4	$577K	Buy	5,500 +1,500	+38%	+$146K	0.31%	62
2014 Q3	$367K	Hold	4,000	–	–	0.21%	78
2014 Q2	$324K	Hold	4,000	–	–	0.19%	81
2014 Q1	$317K	Hold	4,000	–	–	0.19%	81
2013 Q4	$329K	Sell	4,000 -800	-17%	-$62.3K	0.2%	82
2013 Q3	$364K	Sell	4,800 -225	-4%	-$17.4K	0.24%	77
2013 Q2	$389K	Buy	+5,025	New	+$378K	0.27%	77

Other funds holding HD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Lynch & Associates's HD Position: Q2 2026 in Review

Lynch & Associates reduced its Home Depot (HD) stake by 8.9% in Q2 2026, selling an estimated $221K and leaving 6,984 shares worth $2.46M. The position accounts for 0.43% of the portfolio, ranked #61.

Lynch & Associates first reported a position in HD in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.97M in Q3 2025. 2,066 funds tracked by Wall St. Rank hold HD as of Q2 2026.

Lynch & Associates held 6,984 shares of Home Depot worth $2.46M as of Q2 2026.
Lynch & Associates sold 679 Home Depot shares in Q2 2026, an estimated $221K.
Home Depot made up 0.43% of Lynch & Associates's portfolio in Q2 2026, its #61 holding.
Lynch & Associates first reported a position in Home Depot in Q2 2013 and has held it in 53 quarters since.
Lynch & Associates's Home Depot position peaked at $2.97M in Q3 2025.
2,066 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Lynch & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.