Position in HD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$151,410,461
+$9,264,534 QoQ
Shares Held
429,314
-0.7% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
2.38%
of 13F equity value
Holder Rank
#158
of 4,083 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 3%
None 3%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Evercore Wealth Management, LLC holds $158,370,447 across 2 Home Improvement Retail names. HD ranks #1 (95.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
429,314 | $151,410,461 | |
| 2 | LOW |
Lowes Companies Inc
|
31,566 | $6,959,986 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $151,410,461 | 429,314 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $142,145,927 | 432,199 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $151,513,422 | 440,318 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $180,341,963 | 445,080 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $165,260,045 | 450,742 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $168,729,796 | 460,394 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $181,966,797 | 467,793 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $189,619,822 | 467,966 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $163,129,827 | 473,884 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $182,897,027 | 476,791 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $164,518,373 | 474,732 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $143,106,903 | 473,613 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $147,435,023 | 474,617 | Shares | Other | 2023-08-04 | |
| 2023-03-31 | $139,366,287 | 472,236 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $150,330,091 | 475,939 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $131,138,828 | 475,244 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $129,585,717 | 472,475 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $142,372,421 | 475,637 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $194,423,883 | 468,480 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $154,750,625 | 471,427 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $153,686,484 | 481,942 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $147,161,634 | 482,102 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $124,961,459 | 470,452 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $130,517,311 | 469,977 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $117,314,583 | 468,303 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $87,386,439 | 468,033 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||