Position in HD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$956,115
+$19,108 QoQ
Shares Held
2,711
-4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.62%
of 13F equity value
Holder Rank
#2,398
of 4,079 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026MRWM Advisors, LLC holds $1,792,433 across 2 Home Improvement Retail names. HD ranks #1 (53.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
2,711 | $956,115 | |
| 2 | LOW |
Lowes Companies Inc
|
3,793 | $836,318 |
All Filings in HD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $956,115 | 2,711 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $937,007 | 2,849 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,009,245 | 2,933 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,217,595 | 3,005 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,123,751 | 3,065 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $1,110,098 | 3,029 | Shares | Sole | 2025-08-27 | |
| 2024-12-31 | $1,142,852 | 2,938 | Shares | Sole | 2025-08-27 | |
| No filing history on record for this holder in this stock. | ||||||