Position in HD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,209,540
+$158,254 QoQ
Shares Held
6,265
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#1,707
of 4,083 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026WBH ADVISORY INC holds $3,568,640 across 2 Home Improvement Retail names. HD ranks #1 (61.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
6,265 | $2,209,540 | |
| 2 | LOW |
Lowes Companies Inc
|
6,164 | $1,359,100 |
All Filings in HD
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,209,540 | 6,265 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,051,286 | 6,237 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,249,037 | 6,536 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,277,978 | 5,622 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,053,184 | 5,600 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,084,228 | 5,687 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,273,257 | 5,844 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,325,442 | 5,739 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,884,025 | 5,473 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $2,143,556 | 5,588 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $2,009,296 | 5,798 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,774,887 | 5,874 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,820,971 | 5,862 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $1,899,982 | 6,438 | Shares | Sole | 2023-04-20 | |
| 2022-09-30 | $1,734,558 | 6,286 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,821,427 | 6,641 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $2,003,116 | 6,692 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $2,770,191 | 6,675 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $2,097,581 | 6,390 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $2,006,136 | 6,291 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $2,025,944 | 6,637 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $1,797,716 | 6,768 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $1,642,654 | 5,915 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $1,487,027 | 5,936 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,091,880 | 5,848 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||