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LWM Advisory Services, LLC

SEC CIK
0001697716
Latest filing
Aug 3, 2026

HD holding history

Home Depot, Inc. in every 13F filed by LWM Advisory Services, LLC, 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
18
Since Q4 2021
Holdings of HD by LWM Advisory Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−784−100.0%Sold outHolders
Q1 2026784$261.8K0.3%−515−39.6%ReducedHolders
Q4 20251,299$447.1K0.3%+24+1.9%AddedHolders
Q3 20251,275$509.0K0.3%+12+1.0%AddedHolders
Q2 20251,263$463.3K0.3%−141−10.0%ReducedHolders
Q1 20251,404$513.8K0.4%+51+3.8%AddedHolders
Q4 20241,353$526.2K0.4%−225−14.3%ReducedHolders
Q3 20241,578$639.3K0.5%+374+31.1%AddedHolders
Q2 20241,204$414.6K0.3%−613−33.7%ReducedHolders
Q1 20241,817$697.1K0.6%−35−1.9%ReducedHolders
Q4 20231,852$641.8K0.6%+546+41.8%AddedHolders
Q3 20231,306$393.2K0.4%−17−1.3%ReducedHolders
Q2 20231,323$406.3K0.4%−88−6.2%ReducedHolders
Q1 20231,411$416.3K0.4%+80+6.0%AddedHolders
Q4 20221,331$419.9K0.5%−1,304−49.5%ReducedHolders
Q3 20222,635$746.0K0.8%+52+2.0%AddedHolders
Q2 20222,583$714.0K0.9%+35+1.4%AddedHolders
Q1 20222,548$766.0K1.0%−1,454−36.3%ReducedHolders
Q4 20214,002$1.66M2.1%–No prior filingHolders