Position in HD
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$151,126,201
+$10,133,032 QoQ
Shares Held
428,508
-0.0% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
2.02%
of 13F equity value
Holder Rank
#159
of 4,083 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Welch & Forbes LLC holds $154,843,882 across 2 Home Improvement Retail names. HD ranks #1 (97.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
428,508 | $151,126,201 | |
| 2 | LOW |
Lowes Companies Inc
|
16,861 | $3,717,681 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $151,126,201 | 428,508 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $140,993,169 | 428,694 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $147,439,968 | 428,480 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $173,209,405 | 427,477 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $157,040,711 | 428,324 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $157,944,362 | 430,965 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $167,516,598 | 430,645 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $174,633,501 | 430,981 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $148,186,714 | 430,475 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $165,696,403 | 431,951 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $149,612,219 | 431,719 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $130,818,661 | 432,945 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $134,955,684 | 434,444 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $128,773,546 | 436,343 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $138,894,065 | 439,733 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $122,014,045 | 442,176 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $121,278,628 | 442,187 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $131,691,131 | 439,953 | Shares | Other | 2022-04-25 | |
| 2021-12-31 | $181,534,919 | 437,423 | Shares | Other | 2022-01-19 | |
| 2021-09-30 | $144,713,421 | 440,850 | Shares | Other | 2021-10-13 | |
| 2021-06-30 | $139,612,593 | 437,808 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $133,568,547 | 437,571 | Shares | Other | 2021-04-14 | |
| 2020-12-31 | $115,088,364 | 433,282 | Shares | Other | 2021-01-20 | |
| 2020-09-30 | $120,414,222 | 433,597 | Shares | Other | 2020-10-23 | |
| 2020-06-30 | $108,963,583 | 434,967 | Shares | Other | 2020-07-15 | |
| 2020-03-31 | $80,812,382 | 432,823 | Shares | Other | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||