Position in HD
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$4,394,745
+$309,274 QoQ
Shares Held
12,461
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#1,233
of 4,083 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026JGP Wealth Management, LLC holds $15,698,164 across 2 Home Improvement Retail names. HD ranks #2 (28.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
51,265 | $11,303,419 | |
| 2 | HD |
Home Depot, Inc.
This page
|
12,461 | $4,394,745 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,394,745 | 12,461 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $4,085,471 | 12,422 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $4,341,509 | 12,617 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $4,700,204 | 11,600 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $4,262,923 | 11,627 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $4,171,022 | 11,381 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $4,348,519 | 11,179 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $4,483,132 | 11,064 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $3,775,624 | 10,968 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $4,284,428 | 11,169 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $3,980,473 | 11,486 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $3,587,545 | 11,873 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $3,725,194 | 11,992 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,441,984 | 11,663 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $3,584,695 | 11,349 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,150,406 | 11,417 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $3,076,486 | 11,217 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $3,251,621 | 10,863 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $4,353,039 | 10,489 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $3,262,576 | 9,939 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $3,109,496 | 9,751 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,967,944 | 12,999 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $3,453,591 | 13,002 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $3,477,762 | 12,523 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $3,133,880 | 12,510 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $2,413,600 | 12,927 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||