The Home Depot, Inc.
CH ˙ SWX ˙ US4370761029
SecurityCH:HD / The Home Depot, Inc.
InstitutionLVZ Advisors, Inc.
Latest Disclosed Ownership1,093 shares
Latest Disclosed Value $ 359,477
LVZ Advisors, Inc. reports 4.29% increase in ownership of HD / The Home Depot, Inc.

On April 28, 2026 - LVZ Advisors, Inc. filed a 13F-HR form disclosing ownership of 1,093 shares of The Home Depot, Inc. (CH:HD) valued at $359,477 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on February 10, 2026 disclosing 1,048 shares of The Home Depot, Inc.. This represents a change in shares of 4.29% 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)
2026-04-28 2026-03-31 13F HOME DEPOT COM 437076102 1,093 45 4.29 359 -0.28 0.0410
2026-02-10 2025-12-31 13F/A-1 HOME DEPOT COM 437076102 1,048 0 0.00 361 -15.09 0.0403
2026-02-02 2025-12-31 13F HOME DEPOT COM 437076102 1,048 0 361 0.0403
2025-10-27 2025-09-30 13F HOME DEPOT COM 437076102 1,048 -46 -4.20 425 5.74 0.0483
2025-07-15 2025-06-30 13F HOME DEPOT COM 437076102 1,094 112 11.41 401 11.70 0.0481
2025-04-22 2025-03-31 13F HOME DEPOT COM 437076102 982 0 0.00 360 -5.77 0.0472
2025-02-06 2024-12-31 13F HOME DEPOT COM 437076102 982 0 0.00 382 -4.03 0.0490
2024-10-24 2024-09-30 13F HOME DEPOT COM 437076102 982 0 0.00 398 17.46 0.0509
2024-07-24 2024-06-30 13F HOME DEPOT COM 437076102 982 270 37.92 338 23.81 0.0461
2024-04-17 2024-03-31 13F HOME DEPOT COM 437076102 712 30 4.40 273 15.68 0.0371
2024-01-23 2023-12-31 13F HOME DEPOT COM 437076102 682 0 0.00 236 14.56 0.0334
2023-11-08 2023-09-30 13F HOME DEPOT COM 437076102 682 -203 -22.94 206 -24.82 0.0332
2023-07-18 2023-06-30 13F HOME DEPOT COM 437076102 885 75 9.26 275 14.64 0.0383
2023-04-20 2023-03-31 13F HOME DEPOT COM 437076102 810 0 0.00 239 -6.27 0.0348
2023-01-17 2022-12-31 13F HOME DEPOT COM 437076102 810 810 256 0.0399
2022-07-27 2022-06-30 13F HOME DEPOT COM 437076102 0 -697 -100.00 0 -100.00
2022-04-19 2022-03-31 13F HOME DEPOT COM 437076102 697 -109 -13.52 209 -37.61 0.0291
2022-01-28 2021-12-31 13F HOME DEPOT COM 437076102 806 4 0.50 335 27.38 0.0448
2021-10-27 2021-09-30 13F HOME DEPOT COM 437076102 802 -11 -1.35 263 1.54 0.0376
2021-07-16 2021-06-30 13F HOME DEPOT COM 437076102 813 -578 -41.55 259 -38.92 0.0381
2021-04-08 2021-03-31 13F HOME DEPOT COM 437076102 1,391 106 8.25 424 24.34 0.0656
2021-02-10 2020-12-31 13F HOME DEPOT COM 437076102 1,285 1 0.08 341 -4.48 0.0570
2020-12-23 2020-09-30 13F/A-1 HOME DEPOT COM 437076102 1,284 0 0.00 357 10.87 2.4583
2020-12-23 2020-06-30 13F/A-1 HOME DEPOT COM 437076102 1,284 -148 -10.34 322 20.60 3.2814
2020-12-23 2020-03-31 13F/A-1 HOME DEPOT COM 437076102 1,432 13 0.92 267 -13.87 2.9203
2020-12-23 2019-12-31 13F/A-1 HOME DEPOT COM 437076102 1,419 30 2.16 310 -3.73 2.7441
2020-12-23 2019-09-30 13F/A-1 HOME DEPOT COM 437076102 1,389 46 3.43 322 24.81 4.4098
2020-12-23 2019-03-31 13F/A-1 HOME DEPOT COM 437076102 1,343 0 0.00 258 11.69 3.8399
2020-12-23 2018-12-31 13F/A-1 HOME DEPOT COM 437076102 1,343 0 0.00 231 -11.15 2.7825
2020-12-23 2018-09-30 13F/A-1 HOME DEPOT COM 437076102 1,343 0 0.00 260 -0.76 2.8783
2020-12-23 2018-06-30 13F/A-1 HOME DEPOT COM 437076102 1,343 0 0.00 262 9.62 2.8791
2020-12-23 2018-03-31 13F/A-1 HOME DEPOT COM 437076102 1,343 -250 -15.69 239 -20.86 3.4962
2020-12-23 2017-12-31 13F/A-1 HOME DEPOT COM 437076102 1,593 0 0.00 302 15.71 2.6606
2020-12-23 2017-09-30 13F/A-1 HOME DEPOT COM 437076102 1,593 0 0.00 261 6.97 2.5195
2020-12-23 2017-06-30 13F/A-1 HOME DEPOT COM 437076102 1,593 0 0.00 244 4.27 2.1911
2020-12-23 2017-03-31 13F/A-1 HOME DEPOT COM 437076102 1,593 -150 -8.61 234 0.00 2.2071
2020-12-23 2016-12-31 13F/A-1 HOME DEPOT COM 437076102 1,743 1,743 234 2.2431
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.