Position in HD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$86,080,723
+$4,241,052 QoQ
Shares Held
244,076
-1.9% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
2.70%
of 13F equity value
Holder Rank
#241
of 4,083 holders
Holding Since
Dec 2023
11 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, 2026Florida Trust Wealth Management Co holds $94,849,610 across 2 Home Improvement Retail names. HD ranks #1 (90.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
244,076 | $86,080,723 | |
| 2 | LOW |
Lowes Companies Inc
|
39,770 | $8,768,887 |
All Filings in HD
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $86,080,723 | 244,076 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $81,839,671 | 248,836 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $85,456,546 | 248,348 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $99,977,390 | 246,742 | Shares | Defined | 2025-10-29 | |
| 2025-06-30 | $90,305,630 | 246,306 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $90,807,058 | 247,775 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $97,396,094 | 250,382 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $100,569,423 | 248,197 | Shares | Defined | 2024-10-08 | |
| 2024-06-30 | $85,867,569 | 249,441 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $97,106,038 | 253,144 | Shares | Defined | 2024-05-21 | |
| 2023-12-31 | $88,708,828 | 255,977 | Shares | Defined | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||