Position in HD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,305,116
+$103,856 QoQ
Shares Held
6,536
-2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#1,659
of 4,083 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Alpha Omega Wealth Management LLC holds $4,148,412 across 2 Home Improvement Retail names. HD ranks #1 (55.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
6,536 | $2,305,116 | |
| 2 | LOW |
Lowes Companies Inc
|
8,360 | $1,843,296 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,305,116 | 6,536 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,201,260 | 6,693 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $2,314,416 | 6,726 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,728,954 | 6,735 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,471,886 | 6,742 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,485,535 | 6,782 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $2,565,389 | 6,595 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,746,040 | 6,777 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $2,347,716 | 6,820 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $2,694,790 | 7,025 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $2,533,973 | 7,312 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $2,208,185 | 7,308 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,278,855 | 7,336 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,253,536 | 7,636 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $2,394,850 | 7,582 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,102,662 | 7,620 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $2,147,808 | 7,831 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $2,508,684 | 8,381 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $3,552,900 | 8,561 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $2,824,020 | 8,603 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $2,757,760 | 8,648 | Shares | Sole | 2021-07-01 | |
| 2021-03-31 | $2,811,047 | 9,209 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $2,473,984 | 9,314 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $2,614,639 | 9,415 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,356,297 | 9,406 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $1,772,438 | 9,493 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||