LIP
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Lynch Investment Planning’s Home Depot HD Stock Holding History

Lynch Investment Planning’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 		$448K Sell
1,271
-225
-15% -$73.2K 0.34% 34
2026
Q1 		$492K Sell
1,496
-133
-8% -$48.5K 0.44% 30
2025
Q4 		$561K Buy
+1,629
New +$597K 0.54% 29

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

Lynch Investment Planning's HD Position: Q2 2026 in Review

Lynch Investment Planning reduced its Home Depot (HD) stake by 15% in Q2 2026, selling an estimated $73.2K and leaving 1,271 shares worth $448K. The position accounts for 0.34% of the portfolio, ranked #34.

Lynch Investment Planning first reported a position in HD in Q4 2025 and has held it in 3 quarters since. The position peaked at $561K in Q4 2025. 4,082 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Lynch Investment Planning held 1,271 shares of Home Depot worth $448K as of Q2 2026.
  • Lynch Investment Planning sold 225 Home Depot shares in Q2 2026, an estimated $73.2K.
  • Home Depot made up 0.34% of Lynch Investment Planning's portfolio in Q2 2026, its #34 holding.
  • Lynch Investment Planning first reported a position in Home Depot in Q4 2025 and has held it in 3 quarters since.
  • Lynch Investment Planning's Home Depot position peaked at $561K in Q4 2025.
  • 4,082 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Lynch Investment Planning's 13F filing for Q2 2026, filed 17 Jul 2026.