Position in HD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,631,497
-$477,345 QoQ
Shares Held
4,626
-27.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#1,945
of 4,083 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026EVERMAY WEALTH MANAGEMENT LLC holds $1,910,416 across 2 Home Improvement Retail names. HD ranks #1 (85.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
4,626 | $1,631,497 | |
| 2 | LOW |
Lowes Companies Inc
|
1,265 | $278,919 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,631,497 | 4,626 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,108,842 | 6,412 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,284,824 | 6,640 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,726,523 | 6,729 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,509,650 | 6,845 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,556,634 | 6,976 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,728,375 | 7,014 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,912,982 | 7,189 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,488,855 | 7,230 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $2,773,428 | 7,230 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,550,954 | 7,361 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,241,725 | 7,419 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,360,864 | 7,600 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,278,326 | 7,720 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,554,359 | 8,087 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $2,342,730 | 8,490 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,329,923 | 8,495 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,697,561 | 9,012 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,815,186 | 9,193 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,989,792 | 9,108 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,935,382 | 9,205 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,819,594 | 9,237 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $2,448,750 | 9,219 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,683,789 | 9,664 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,527,395 | 10,089 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $1,840,960 | 9,860 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||