Position in HD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,088,017
+$686,443 QoQ
Shares Held
3,085
+152.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#2,284
of 4,079 holders
Holding Since
Sep 2020
16 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, 2026IMA Advisory Services, Inc. holds $2,980,482 across 2 Home Improvement Retail names. HD ranks #2 (36.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
8,583 | $1,892,465 | |
| 2 | HD |
Home Depot, Inc.
This page
|
3,085 | $1,088,017 |
All Filings in HD
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,088,017 | 3,085 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $401,574 | 1,221 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $420,146 | 1,221 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $480,555 | 1,186 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $434,835 | 1,186 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $431,725 | 1,178 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $458,230 | 1,178 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $477,325 | 1,178 | Shares | Sole | 2024-11-14 | |
| 2023-09-30 | $481,340 | 1,593 | Shares | Sole | 2023-11-28 | |
| 2023-06-30 | $494,849 | 1,593 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $464,814 | 1,575 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $497,479 | 1,575 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $435,157 | 1,577 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $431,975 | 1,575 | Shares | Sole | 2022-08-18 | |
| 2020-12-31 | $1,593 | 6 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,666 | 6 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||