The Home Depot, Inc.
CH ˙ SWX ˙ US4370761029
SecurityCH:HD / The Home Depot, Inc.
InstitutionLiberty Wealth Management Llc
Latest Disclosed Ownership2,215 shares
Latest Disclosed Value $ 728,635
Liberty Wealth Management Llc reports 4.14% increase in ownership of HD / The Home Depot, Inc.

On May 12, 2026 - Liberty Wealth Management Llc filed a 13F-HR form disclosing ownership of 2,215 shares of The Home Depot, Inc. (CH:HD) valued at $728,635 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 2,127 shares of The Home Depot, Inc.. This represents a change in shares of 4.14% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F HOME DEPOT COM 437076102 2,215 88 4.14 729 -0.55 0.0910
2026-02-04 2025-12-31 13F HOME DEPOT COM 437076102 2,127 -132 -5.84 732 -20.00 0.0945
2025-10-31 2025-09-30 13F HOME DEPOT COM 437076102 2,259 -5 -0.22 915 10.24 0.1288
2025-08-01 2025-06-30 13F HOME DEPOT COM 437076102 2,264 -6 -0.26 830 -0.24 0.1301
2025-05-12 2025-03-31 13F/A-1 HOME DEPOT COM 437076102 2,270 -99 -4.18 832 -9.66 0.1592
2025-05-09 2025-03-31 13F HOME DEPOT COM 437076102 68,927 66,558 765 0.1403
2025-02-10 2024-12-31 13F HOME DEPOT COM 437076102 2,369 46 1.98 922 -2.13 0.1536
2024-11-04 2024-09-30 13F HOME DEPOT COM 437076102 2,323 -13,840 -85.63 941 0.1599
2024-08-07 2024-06-30 13F HOME DEPOT COM 437076102 16,163 14,106 685.76 1 0.1318
2024-05-03 2024-03-31 13F HOME DEPOT COM 437076102 2,057 -39 -1.86 1 0.1540
2024-02-09 2023-12-31 13F HOME DEPOT COM 437076102 2,096 -8 -0.38 1 0.1559
2023-11-13 2023-09-30 13F HOME DEPOT COM 437076102 2,104 -6 -0.28 1 -100.00 0.1583
2023-08-10 2023-06-30 13F HOME DEPOT COM 437076102 2,110 13 0.62 949 53.15 0.2345
2023-05-03 2023-03-31 13F HOME DEPOT COM 437076102 2,097 26 1.26 620 8.41 0.1279
2022-11-15 2022-09-30 13F HOME DEPOT COM 437076102 2,071 51 2.52 571 3.07 0.1523
2022-08-15 2022-06-30 13F HOME DEPOT COM 437076102 2,020 91 4.72 554 -3.99 0.2247
2022-05-09 2022-03-31 13F HOME DEPOT COM 437076102 1,929 -68 -3.41 577 -80.11 0.2082
2022-02-15 2021-12-31 13F Home Depot COM 437076102 1,997 -290 -12.68 2,901 280.21 0.1259
2021-11-15 2021-09-30 13F HOME DEPOT COM 437076102 2,287 355 18.37 763 23.86 0.2722
2021-08-13 2021-06-30 13F/A-1 HOME DEPOT COM 437076102 1,932 39 2.06 616 20.55 0.2395
2021-08-13 2021-06-30 13F HOME DEPOT COM 437076102 616,070 614,177 1,932 0.0589
2021-05-17 2021-03-31 13F HOME DEPOT COM 437076102 1,893 0 0.00 511 0.00 0.2495
2021-02-09 2020-12-31 13F HOME DEPOT COM 437076102 1,893 107 5.99 511 3.02 0.2501
2020-11-05 2020-09-30 13F HOME DEPOT COM 437076102 1,786 -19 -1.05 496 9.73 0.2924
2020-08-04 2020-06-30 13F HOME DEPOT INC COM COM 437076102 1,805 141 8.47 452 45.34 0.3180
2020-04-27 2020-03-31 13F HOME DEPOT INC COM COM 437076102 1,664 -37 -2.18 311 -16.17 0.2717
2020-02-05 2019-12-31 13F HOME DEPOT INC COM COM 437076102 1,701 141 9.04 371 2.49 0.2923
2019-10-30 2019-09-30 13F HOME DEPOT INC COM COM 437076102 1,560 583 59.67 362 78.33 0.3425
2019-07-30 2019-06-30 13F HOME DEPOT INC COM COM 437076102 977 369 60.69 203 75.00 0.1780
2019-04-18 2019-03-31 13F HOME DEPOT INC COM COM 437076102 608 41 7.23 116 19.59 0.0874
2019-03-26 2018-12-31 13F HOME DEPOT INC COM COM 437076102 567 567 97 0.0723
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.