Position in HD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,983,167
+$885,353 QoQ
Shares Held
11,294
+19.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#1,297
of 4,083 holders
Holding Since
Mar 2020
26 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, 2026Legacy Private Trust Co. holds $9,161,815 across 2 Home Improvement Retail names. HD ranks #2 (43.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
23,487 | $5,178,648 | |
| 2 | HD |
Home Depot, Inc.
This page
|
11,294 | $3,983,167 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,983,167 | 11,294 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,097,814 | 9,419 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $3,261,379 | 9,478 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $3,782,853 | 9,336 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $2,933,120 | 8,000 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $3,011,448 | 8,217 | Shares | Sole | 2025-04-04 | |
| 2024-12-31 | $2,632,295 | 6,767 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $2,796,690 | 6,902 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $2,363,551 | 6,866 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,642,620 | 6,889 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $2,503,823 | 7,225 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,063,450 | 6,829 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,992,444 | 6,414 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $2,020,391 | 6,846 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $2,332,941 | 7,386 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $2,101,559 | 7,616 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $2,033,712 | 7,415 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $2,307,534 | 7,709 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $3,281,484 | 7,907 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $2,574,543 | 7,843 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $2,501,054 | 7,843 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $3,358,665 | 11,003 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $2,900,039 | 10,918 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $3,452,768 | 12,433 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $3,058,476 | 12,209 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $2,658,937 | 14,241 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||