Position in HD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$16,818,956
+$1,685,741 QoQ
Shares Held
47,689
+3.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.23%
of 13F equity value
Holder Rank
#591
of 4,079 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, 2026LYELL WEALTH MANAGEMENT, LP holds $18,209,806 across 2 Home Improvement Retail names. HD ranks #1 (92.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
47,689 | $16,818,956 | |
| 2 | LOW |
Lowes Companies Inc
|
6,308 | $1,390,850 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,818,956 | 47,689 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $15,133,215 | 46,013 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $15,943,873 | 46,335 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $18,430,877 | 45,487 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $16,508,332 | 45,026 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $16,270,690 | 44,396 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $17,017,145 | 43,747 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $17,576,765 | 43,378 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $14,723,489 | 42,771 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $15,959,294 | 41,604 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $14,521,831 | 41,904 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $12,158,616 | 40,239 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $12,795,572 | 41,191 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $11,942,916 | 40,468 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $13,195,367 | 41,776 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $11,442,403 | 41,467 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $11,230,533 | 40,947 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $12,431,474 | 41,531 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $17,913,076 | 43,163 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $14,036,069 | 42,759 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $13,502,440 | 42,342 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $12,050,354 | 39,477 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $9,743,738 | 36,683 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $8,970,588 | 32,302 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $7,797,374 | 31,126 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $5,618,103 | 30,090 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||