Position in HD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,664,296
+$114,896 QoQ
Shares Held
4,719
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,932
of 4,086 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, 2026Institute for Wealth Management, LLC. holds $3,523,467 across 2 Home Improvement Retail names. HD ranks #2 (47.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
8,432 | $1,859,171 | |
| 2 | HD |
Home Depot, Inc.
This page
|
4,719 | $1,664,296 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,664,296 | 4,719 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,549,400 | 4,711 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,656,153 | 4,813 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,055,934 | 5,074 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,889,295 | 5,153 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,966,585 | 5,366 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,140,611 | 5,503 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,295,458 | 5,665 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,037,900 | 5,920 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $2,117,855 | 5,521 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,965,978 | 5,673 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,756,758 | 5,814 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,829,980 | 5,891 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,738,256 | 5,890 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,886,631 | 5,973 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,728,212 | 6,263 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,731,192 | 6,312 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,902,242 | 6,355 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $2,629,503 | 6,336 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $2,078,542 | 6,332 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,884,958 | 5,911 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,752,440 | 5,741 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,485,878 | 5,594 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,505,188 | 5,420 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,406,613 | 5,615 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $1,021,303 | 5,470 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||