Position in HD
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$7,625,646
+$570,298 QoQ
Shares Held
21,622
+0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#908
of 4,079 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, 2026Smith Salley Wealth Management holds $37,106,481 across 2 Home Improvement Retail names. HD ranks #2 (20.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
133,706 | $29,480,835 | |
| 2 | HD |
Home Depot, Inc.
This page
|
21,622 | $7,625,646 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,625,646 | 21,622 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $7,055,348 | 21,452 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $7,229,541 | 21,010 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $8,070,979 | 19,919 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $7,253,239 | 19,783 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $6,864,357 | 18,730 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $7,919,836 | 20,360 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $7,836,973 | 19,341 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $6,117,144 | 17,770 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $6,499,334 | 16,943 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $7,710,044 | 22,248 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $6,865,074 | 22,720 | Shares | Other | 2023-10-27 | |
| 2023-06-30 | $7,423,052 | 23,896 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $5,798,812 | 19,649 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $6,107,784 | 19,337 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $5,314,328 | 19,259 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $5,216,340 | 19,019 | Shares | Other | 2022-08-01 | |
| 2022-03-31 | $5,348,427 | 17,868 | Shares | Other | 2022-05-10 | |
| 2021-12-31 | $7,024,459 | 16,926 | Shares | Other | 2022-02-10 | |
| 2021-09-30 | $5,551,860 | 16,913 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $5,212,575 | 16,346 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $6,179,480 | 20,244 | Shares | Other | 2021-04-30 | |
| 2020-12-31 | $5,065,638 | 19,071 | Shares | Other | 2021-01-28 | |
| 2020-09-30 | $5,160,128 | 18,581 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $4,579,322 | 18,280 | Shares | Other | 2020-08-04 | |
| 2020-03-31 | $2,358,333 | 12,631 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||