Position in HD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,359,781
+$236,797 QoQ
Shares Held
6,691
+3.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#1,645
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, 2026Wellington Shields & Co., LLC holds $2,764,600 across 2 Home Improvement Retail names. HD ranks #1 (85.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
6,691 | $2,359,781 | |
| 2 | LOW |
Lowes Companies Inc
|
1,836 | $404,819 |
All Filings in HD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,359,781 | 6,691 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,122,984 | 6,455 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,345,385 | 6,816 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,398,724 | 5,920 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,170,508 | 5,920 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,172,552 | 5,928 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,136,722 | 5,493 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,225,763 | 5,493 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,921,891 | 5,583 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,135,117 | 5,566 | Shares | Sole | 2024-05-23 | |
| 2023-12-31 | $1,906,025 | 5,500 | Shares | Sole | 2024-05-23 | |
| 2023-09-30 | $1,657,649 | 5,486 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,685,532 | 5,426 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,782,819 | 6,041 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,568,560 | 4,966 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,646,258 | 5,966 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,097,354 | 4,001 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,266,764 | 4,232 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,447,139 | 3,487 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $904,356 | 2,755 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $875,353 | 2,745 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $799,755 | 2,620 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $720,095 | 2,711 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $736,209 | 2,651 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $664,102 | 2,651 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $494,781 | 2,650 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||