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Walled Lake Planning & Wealth Management’s Home Depot HD Stock Holding History

Walled Lake Planning & Wealth 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 		$430K Sell
1,220
-481
-28% -$156K 0.11% 87
2026
Q1 		$560K Buy
1,701
+512
+43% +$187K 0.16% 69
2025
Q4 		$409K Buy
1,189
+7
+0.6% +$2.56K 0.13% 87
2025
Q3 		$479K Buy
1,182
+5
+0.4% +$1.97K 0.16% 77
2025
Q2 		$432K Buy
1,177
+6
+0.5% +$2.17K 0.14% 84
2025
Q1 		$429K Sell
1,171
-146
-11% -$56.9K 0.15% 78
2024
Q4 		$512K Buy
1,317
+3
+0.2% +$1.23K 0.19% 68
2024
Q3 		$532K Buy
1,314
+170
+15% +$62K 0.2% 61
2024
Q2 		$394K Buy
1,144
+2
+0.2% +$682 0.16% 73
2024
Q1 		$438K Sell
1,142
-45
-4% -$16.4K 0.18% 64
2023
Q4 		$411K Sell
1,187
-44
-4% -$13.6K 0.19% 53
2023
Q3 		$372K Buy
1,231
+3
+0.2% +$965 0.19% 55
2023
Q2 		$382K Buy
+1,228
New +$363K 0.19% 50
2022
Q2 		– Sell
-667
Closed -$200K – 84
2022
Q1 		$200K Buy
667
+147
+28% +$51K 0.12% 83
2021
Q4 		$216K Buy
520
+1
+0.2% +$381 0.13% 90
2021
Q3 		$170K Buy
519
+2
+0.4% +$657 0.1% 85
2021
Q2 		$165K Buy
517
+2
+0.4% +$636 0.11% 84
2021
Q1 		$157K Buy
515
+2
+0.4% +$551 0.11% 81
2020
Q4 		$136K Buy
513
+2
+0.4% +$550 0.1% 84
2020
Q3 		$142K Buy
511
+2
+0.4% +$542 0.12% 81
2020
Q2 		$127K Buy
509
+1
+0.2% +$229 0.11% 82
2020
Q1 		$95K Buy
508
+20
+4% +$4.39K 0.09% 86
2019
Q4 		$107K Buy
+488
New +$111K 0.08% 88

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

Walled Lake Planning & Wealth Management's HD Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management reduced its Home Depot (HD) stake by 28% in Q2 2026, selling an estimated $156K and leaving 1,220 shares worth $430K. The position accounts for 0.11% of the portfolio, ranked #87.

Walled Lake Planning & Wealth Management first reported a position in HD in Q4 2019 and has held it in 23 quarters since. The position peaked at $560K in Q1 2026. 4,088 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 1,220 shares of Home Depot worth $430K as of Q2 2026.
  • Walled Lake Planning & Wealth Management sold 481 Home Depot shares in Q2 2026, an estimated $156K.
  • Home Depot made up 0.11% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #87 holding.
  • Walled Lake Planning & Wealth Management first reported a position in Home Depot in Q4 2019 and has held it in 23 quarters since.
  • Walled Lake Planning & Wealth Management's Home Depot position peaked at $560K in Q1 2026.
  • 4,088 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.