LMCG INVESTMENTS, LLC

Position in HD — Home Depot, Inc.

CIK 1470944 BOSTON, MA

Position in HD

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$3,987,047

+$294,271 QoQ

Shares Held

11,305

+0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#1,296

of 4,083 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 91% Shared 0% None 9%

Consumer Cyclical · as of Jun 30, 2026

LMCG INVESTMENTS, LLC holds $5,620,657 across 2 Home Improvement Retail names. HD ranks #1 (70.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	HD	Home Depot, Inc. This page	11,305	$3,987,047
2	LOW	Lowes Companies Inc	7,409	$1,633,610

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,987,047	11,305	+0.7%	Shares	Sole	2026-07-22
2026-03-31	$3,692,776	11,228	+13.4%	Shares	Sole	2026-04-29
2025-12-31	$3,407,966	9,904	-3.6%	Shares	Sole	2026-02-03
2025-09-30	$4,162,111	10,272	-0.4%	Shares	Sole	2025-10-29
2025-06-30	$3,780,425	10,311	-0.7%	Shares	Sole	2025-07-24
2025-03-31	$3,804,166	10,380	+1.8%	Shares	Sole	2025-04-10
2024-12-31	$3,964,975	10,193	-1.4%	Shares	Sole	2025-01-16
2024-09-30	$4,190,578	10,342	-0.1%	Shares	Sole	2024-10-29
2024-06-30	$3,562,195	10,348	-1.0%	Shares	Sole	2024-08-09
2024-03-31	$4,008,236	10,449	-1.4%	Shares	Sole	2024-05-06
2023-12-31	$3,673,776	10,601	-1.3%	Shares	Sole	2024-02-08
2023-09-30	$3,245,198	10,740	-7.5%	Shares	Sole	2023-11-03
2023-06-30	$3,608,394	11,616	-2.3%	Shares	Sole	2023-08-03
2023-03-31	$3,507,206	11,884	-1.6%	Shares	Sole	2023-05-05
2022-12-31	$3,813,377	12,073	-6.2%	Shares	Sole	2023-02-07
2022-09-30	$3,549,968	12,865	-3.9%	Shares	Sole	2022-11-08
2022-06-30	$3,672,749	13,391	-2.9%	Shares	Sole	2022-08-08
2022-03-31	$4,126,862	13,787	—	Shares	Sole	2022-05-10
No filing history on record for this holder in this stock.