Position in HD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$30,290,979
+$1,285,842 QoQ
Shares Held
85,888
-2.6% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
2.17%
of 13F equity value
Holder Rank
#439
of 4,083 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Obermeyer Wealth Partners holds $34,891,943 across 2 Home Improvement Retail names. HD ranks #1 (86.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
85,888 | $30,290,979 | |
| 2 | LOW |
Lowes Companies Inc
|
20,867 | $4,600,964 |
All Filings in HD
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,290,979 | 85,888 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $29,005,137 | 88,191 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $30,257,057 | 87,931 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $36,052,590 | 88,977 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $32,648,192 | 89,047 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $32,759,075 | 89,386 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $36,233,251 | 93,147 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $38,155,658 | 94,165 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $33,739,306 | 98,011 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $37,938,040 | 98,900 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $34,466,130 | 99,455 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $30,935,140 | 102,380 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $32,118,622 | 103,395 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $31,572,822 | 106,983 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $34,429,687 | 109,003 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $30,950,534 | 112,164 | Shares | Sole | 2022-12-09 | |
| 2022-06-30 | $31,973,573 | 116,577 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $34,422,650 | 114,999 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,757,982 | 4,236 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,333,392 | 4,062 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $1,104,316 | 3,463 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,034,187 | 3,388 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $322,197 | 1,213 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $335,195 | 1,207 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $297,355 | 1,187 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||