First Western Trust Bank

Bank

Position in HD — Home Depot, Inc.

CIK 1513189 Denver, CO

Position in HD

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$2,482,161

-$3,820,357 QoQ

Shares Held

7,038

-63.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,611

of 4,086 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 89% Shared 0% None 11%

Consumer Cyclical · as of Jun 30, 2026

First Western Trust Bank holds $2,726,904 across 2 Home Improvement Retail names. HD ranks #1 (91.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	HD	Home Depot, Inc. This page	7,038	$2,482,161
2	LOW	Lowes Companies Inc	1,110	$244,743

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,482,161	7,038	-63.3%	Shares	Other	2026-07-29
2026-03-31	$6,302,518	19,163	-1.0%	Shares	Other	2026-05-12
2025-12-31	$6,662,464	19,362	+1.6%	Shares	Other	2026-02-12
2025-09-30	$7,725,352	19,066	-3.2%	Shares	Other	2025-11-14
2025-06-30	$7,224,640	19,705	-4.3%	Shares	Other	2025-08-08
2025-03-31	$7,542,363	20,580	-5.1%	Shares	Other	2025-05-12
2024-12-31	$8,439,527	21,696	-2.9%	Shares	Other	2025-02-13
2024-09-30	$9,056,624	22,351	-10.5%	Shares	Other	2024-11-07
2024-06-30	$8,597,049	24,974	-13.8%	Shares	Other	2024-08-05
2024-03-31	$11,114,426	28,974	-3.8%	Shares	Other	2024-05-16
2023-12-31	$10,440,858	30,128	-3.0%	Shares	Sole	2024-02-07
2023-09-30	$9,386,902	31,066	-2.7%	Shares	Sole	2023-11-14
2023-06-30	$9,919,666	31,933	-4.8%	Shares	Sole	2023-08-11
2023-03-31	$9,901,570	33,551	+3.0%	Shares	Sole	2023-05-15
2022-12-31	$10,284,401	32,560	+1.8%	Shares	Sole	2023-02-10
2022-09-30	$8,825,112	31,982	+4.6%	Shares	Sole	2022-11-09
2022-06-30	$8,386,901	30,579	-5.9%	Shares	Sole	2022-08-12
2022-03-31	$9,730,319	32,507	—	Shares	Sole	2022-05-13
No filing history on record for this holder in this stock.