Position in HD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$8,957,013
+$2,575,232 QoQ
Shares Held
25,397
+30.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#836
of 4,083 holders
Holding Since
Mar 2023
14 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, 2026BIP Wealth, LLC holds $9,379,912 across 2 Home Improvement Retail names. HD ranks #1 (95.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
25,397 | $8,957,013 | |
| 2 | LOW |
Lowes Companies Inc
|
1,918 | $422,899 |
All Filings in HD
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,957,013 | 25,397 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $6,381,781 | 19,404 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $7,367,525 | 21,411 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $8,222,924 | 20,294 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $7,214,741 | 19,678 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $6,840,902 | 18,666 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $7,290,061 | 18,741 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,753,501 | 19,135 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $6,020,069 | 17,488 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $6,890,989 | 17,964 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $5,820,653 | 16,796 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $4,666,860 | 15,445 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $3,119,756 | 10,043 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $2,976,284 | 10,085 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||