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Lyell Wealth Management, LP

SEC CIK
0001686444
Latest filing
Aug 5, 2026

HD holding history

Home Depot, Inc. in every 13F filed by Lyell Wealth Management, LP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HD overviewAll 13F holders of HDFull Q2 2026 holdings

Shares (Q2 2026)
47,689
Value
$16.8M
% of portfolio
1.0%
Quarters held
22
Since Q1 2021
Holdings of HD by Lyell Wealth Management, LP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202647,689$16.8M1.0%+1,676+3.6%AddedHolders
Q1 202646,013$15.1M1.1%−322−0.7%ReducedHolders
Q4 202546,335$15.9M1.2%+848+1.9%AddedHolders
Q3 202545,487$18.4M1.4%+461+1.0%AddedHolders
Q2 202545,026$16.5M1.3%+630+1.4%AddedHolders
Q1 202544,396$16.3M1.5%+649+1.5%AddedHolders
Q4 202443,747$17.0M1.5%+369+0.9%AddedHolders
Q3 202443,378$17.6M1.6%+607+1.4%AddedHolders
Q2 202442,771$14.7M1.4%+1,167+2.8%AddedHolders
Q1 202441,604$16.0M1.6%−300−0.7%ReducedHolders
Q4 202341,904$14.5M1.7%+1,665+4.1%AddedHolders
Q3 202340,239$12.2M1.6%−952−2.3%ReducedHolders
Q2 202341,191$12.8M1.6%+723+1.8%AddedHolders
Q1 202340,468$11.9M1.7%−1,308−3.1%ReducedHolders
Q4 202241,776$13.2M2.1%+309+0.7%AddedHolders
Q3 202241,467$11.4M1.9%+520+1.3%AddedHolders
Q2 202240,947$11.2M1.8%−584−1.4%ReducedHolders
Q1 202241,531$12.4M1.6%−1,632−3.8%ReducedHolders
Q4 202143,163$17.9M2.0%+404+0.9%AddedHolders
Q3 202142,759$14.0M1.7%+417+1.0%AddedHolders
Q2 202142,342$13.5M1.7%+2,865+7.3%AddedHolders
Q1 202139,477$12.1M1.8%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.