Position in HD
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,463,117
-$57,167 QoQ
Shares Held
6,984
-8.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#1,616
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, 2026LYNCH & ASSOCIATES/IN holds $8,255,389 across 2 Home Improvement Retail names. HD ranks #2 (29.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
26,270 | $5,792,272 | |
| 2 | HD |
Home Depot, Inc.
This page
|
6,984 | $2,463,117 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,463,117 | 6,984 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $2,520,284 | 7,663 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,500,230 | 7,266 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $2,968,421 | 7,326 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $2,499,751 | 6,818 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,438,624 | 6,654 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,409,015 | 6,193 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $2,389,059 | 5,896 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,811,735 | 5,263 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,909,560 | 4,978 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $1,533,483 | 4,425 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $1,041,545 | 3,447 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $463,785 | 1,493 | Shares | Sole | 2023-10-24 | |
| 2023-03-31 | $440,614 | 1,493 | Shares | Sole | 2023-10-24 | |
| 2022-12-31 | $471,578 | 1,493 | Shares | Sole | 2023-10-24 | |
| 2022-09-30 | $411,978 | 1,493 | Shares | Sole | 2022-10-03 | |
| 2022-06-30 | $409,485 | 1,493 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $446,899 | 1,493 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $622,930 | 1,501 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $486,809 | 1,483 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $470,362 | 1,475 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $450,243 | 1,475 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $498,037 | 1,875 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $680,389 | 2,450 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $713,953 | 2,850 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $606,807 | 3,250 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||