Position in HD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$630,944
+$91,894 QoQ
Shares Held
1,789
+9.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,802
of 4,083 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Focused Wealth Management, Inc holds $932,133 across 2 Home Improvement Retail names. HD ranks #1 (67.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
1,789 | $630,944 | |
| 2 | LOW |
Lowes Companies Inc
|
1,366 | $301,189 |
All Filings in HD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $630,944 | 1,789 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $539,050 | 1,639 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $440,103 | 1,279 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $468,804 | 1,157 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $404,403 | 1,103 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $402,039 | 1,097 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $420,887 | 1,082 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $428,296 | 1,057 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $343,895 | 999 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $453,798 | 1,183 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $350,362 | 1,011 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $304,275 | 1,007 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $314,678 | 1,013 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $239,047 | 810 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $252,688 | 800 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $219,648 | 796 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $214,479 | 782 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $232,579 | 777 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $322,877 | 778 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $252,760 | 770 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $290,189 | 910 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $283,272 | 928 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $234,276 | 882 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $188,565 | 679 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $169,344 | 676 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $125,655 | 673 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||