W.G. Shaheen & Associates DBA Whitney & Co
Position in HD — Home Depot, Inc.
CIK 1577001
ROCHESTER, NY
Position in HD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,678,251
+$229,665 QoQ
Shares Held
7,594
+2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,562
of 4,086 holders
Holding Since
Dec 2025
3 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, 2026W.G. Shaheen & Associates DBA Whitney & Co holds $15,015,989 across 2 Home Improvement Retail names. HD ranks #2 (17.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
55,956 | $12,337,738 | |
| 2 | HD |
Home Depot, Inc.
This page
|
7,594 | $2,678,251 |
All Filings in HD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,678,251 | 7,594 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,448,586 | 7,445 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,475,111 | 7,193 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||