Position in HD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$11,322,438
+$2,180,612 QoQ
Shares Held
32,104
+15.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#738
of 4,083 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026CapWealth Advisors, LLC holds $11,763,418 across 2 Home Improvement Retail names. HD ranks #1 (96.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
32,104 | $11,322,438 | |
| 2 | LOW |
Lowes Companies Inc
|
2,000 | $440,980 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,322,438 | 32,104 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $9,141,826 | 27,796 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $9,427,995 | 27,399 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $10,493,205 | 25,897 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $9,623,933 | 26,249 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $9,693,294 | 26,449 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $10,170,921 | 26,147 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $10,766,164 | 26,570 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $9,078,297 | 26,372 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $13,435,206 | 35,024 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $12,159,399 | 35,087 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $10,668,967 | 35,309 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $10,839,782 | 34,895 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $10,209,971 | 34,596 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $15,596,850 | 49,379 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $13,537,616 | 49,060 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $13,352,560 | 48,684 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $14,242,720 | 47,582 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $19,800,127 | 47,710 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $15,660,956 | 47,709 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $19,549,232 | 61,304 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $18,743,876 | 61,405 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $16,967,805 | 63,880 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $24,327,673 | 87,601 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $22,307,664 | 89,049 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $16,841,428 | 90,201 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||