Position in HD
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$17,737,687
+$1,562,877 QoQ
Shares Held
50,294
+2.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.19%
of 13F equity value
Holder Rank
#568
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, 2026Segment Wealth Management, LLC holds $18,652,059 across 2 Home Improvement Retail names. HD ranks #1 (95.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
50,294 | $17,737,687 | |
| 2 | LOW |
Lowes Companies Inc
|
4,147 | $914,372 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,737,687 | 50,294 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $16,174,810 | 49,180 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $16,308,619 | 47,395 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $19,282,992 | 47,590 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $17,466,729 | 47,640 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $17,381,521 | 47,427 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $18,309,370 | 47,069 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $19,003,880 | 46,900 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $16,101,481 | 46,774 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $17,853,894 | 46,543 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $15,332,065 | 44,242 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $13,095,010 | 43,338 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $12,785,321 | 41,158 | Shares | Sole | 2023-08-22 | |
| 2023-03-31 | $12,084,573 | 40,948 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $12,663,774 | 40,093 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $10,953,990 | 39,697 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $10,502,895 | 38,294 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $10,944,702 | 36,564 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $14,296,264 | 34,448 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $11,064,003 | 33,705 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $10,692,700 | 33,531 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $9,951,760 | 32,602 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $8,367,295 | 31,501 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $9,125,272 | 32,859 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $8,265,076 | 32,993 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $6,132,116 | 32,843 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||