Position in HD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,283,450
+$568,464 QoQ
Shares Held
9,310
+12.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,417
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, 2026Forvis Mazars Wealth Advisors, LLC holds $10,566,896 across 2 Home Improvement Retail names. HD ranks #2 (31.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
33,033 | $7,283,446 | |
| 2 | HD |
Home Depot, Inc.
This page
|
9,310 | $3,283,450 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,283,450 | 9,310 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,714,986 | 8,255 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,796,844 | 8,128 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,162,507 | 7,805 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,774,364 | 7,567 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,869,616 | 7,830 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,602,436 | 9,261 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,786,999 | 9,346 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,672,679 | 7,764 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,941,828 | 7,669 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $3,149,446 | 9,088 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $2,727,598 | 9,027 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $2,657,214 | 8,554 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,428,542 | 8,229 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $2,493,714 | 7,895 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $2,115,356 | 7,666 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $2,190,320 | 7,986 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,904,636 | 6,363 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,501,680 | 6,028 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $1,950,192 | 5,941 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $1,618,047 | 5,074 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,657,507 | 5,430 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $2,657,793 | 10,006 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $2,475,784 | 8,915 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,318,720 | 9,256 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $1,645,475 | 8,813 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||