Position in HD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$6,464,977
-$71,711 QoQ
Shares Held
18,331
-7.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#989
of 4,083 holders
Holding Since
Mar 2020
25 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, 2026Sowell Financial Services LLC holds $9,305,549 across 2 Home Improvement Retail names. HD ranks #1 (69.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
18,331 | $6,464,977 | |
| 2 | LOW |
Lowes Companies Inc
|
12,883 | $2,840,572 |
All Filings in HD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,464,977 | 18,331 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $6,536,688 | 19,875 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $6,935,679 | 20,156 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $7,423,080 | 18,320 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $6,335,905 | 17,281 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $5,063,425 | 13,816 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $5,257,977 | 13,517 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $6,409,858 | 15,819 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $5,372,209 | 15,606 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,958,458 | 15,533 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $6,498,505 | 18,752 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $5,574,852 | 18,450 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $5,241,118 | 16,872 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,342,234 | 11,325 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,566,400 | 17,623 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,786,442 | 10,098 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,852,408 | 10,400 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $4,294,938 | 10,349 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $3,465,440 | 10,557 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $3,706,139 | 11,622 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $7,126,977 | 23,348 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $5,654,252 | 21,287 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $6,387,885 | 23,002 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $5,374,191 | 21,453 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $4,188,092 | 22,431 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||