Position in HD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,083,481
-$2,132,385 QoQ
Shares Held
8,743
-44.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.24%
of 13F equity value
Holder Rank
#1,472
of 4,086 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Hartford Financial Management Inc. holds $4,227,824 across 2 Home Improvement Retail names. HD ranks #1 (72.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
8,743 | $3,083,481 | |
| 2 | LOW |
Lowes Companies Inc
|
5,190 | $1,144,343 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,083,481 | 8,743 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $5,215,866 | 15,859 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $5,481,168 | 15,929 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $6,233,037 | 15,383 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $5,259,817 | 14,346 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $7,532,835 | 20,554 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $8,135,336 | 20,914 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $8,488,534 | 20,949 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $7,459,336 | 21,669 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $8,252,386 | 21,513 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $7,450,131 | 21,498 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $6,474,080 | 21,426 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $6,684,351 | 21,518 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $5,985,033 | 20,280 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $6,436,910 | 20,379 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $5,943,747 | 21,540 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $6,084,679 | 22,185 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $6,692,719 | 22,359 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $9,306,184 | 22,424 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $7,483,671 | 22,798 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $7,319,163 | 22,952 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $7,017,087 | 22,988 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $6,050,823 | 22,780 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $6,347,062 | 22,855 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $5,765,988 | 23,017 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $3,787,972 | 20,288 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||