Position in HD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$13,457,210
+$1,952,309 QoQ
Shares Held
38,157
+9.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#667
of 4,083 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Meridian Wealth Management, LLC holds $16,370,323 across 2 Home Improvement Retail names. HD ranks #1 (82.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
38,157 | $13,457,210 | |
| 2 | LOW |
Lowes Companies Inc
|
13,212 | $2,913,113 |
All Filings in HD
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,457,210 | 38,157 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $11,504,901 | 34,981 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $12,633,975 | 36,716 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $14,617,229 | 36,075 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $12,979,056 | 35,400 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $12,643,538 | 34,499 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $13,229,549 | 34,010 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $14,175,516 | 34,984 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $12,350,385 | 32,196 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $11,128,067 | 32,111 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $14,356,830 | 47,514 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $4,696,566 | 15,119 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $4,189,228 | 14,195 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,525,970 | 17,495 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,630,825 | 16,782 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,264,338 | 19,194 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $4,009,525 | 13,395 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $5,461,116 | 13,159 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $4,379,316 | 13,341 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $4,240,918 | 13,299 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $4,135,832 | 13,549 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $3,524,777 | 13,270 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $2,681,290 | 9,655 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $2,146,620 | 8,569 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $1,128,848 | 6,046 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||