Position in HD
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,366,482
+$173,444 QoQ
Shares Held
6,710
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.39%
of 13F equity value
Holder Rank
#1,644
of 4,086 holders
Holding Since
Mar 2020
26 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, 2026HHM Wealth Advisors, LLC holds $2,806,580 across 2 Home Improvement Retail names. HD ranks #1 (84.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
6,710 | $2,366,482 | |
| 2 | LOW |
Lowes Companies Inc
|
1,996 | $440,098 |
All Filings in HD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,366,482 | 6,710 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $2,193,038 | 6,668 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,188,820 | 6,361 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,694,918 | 6,651 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,774,364 | 7,567 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,810,611 | 7,669 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,791,003 | 7,175 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,699,037 | 6,661 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,261,312 | 6,569 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,383,306 | 6,213 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,011,376 | 5,804 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,731,376 | 5,730 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,831,533 | 5,896 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,508,063 | 5,110 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,596,356 | 5,054 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,417,779 | 5,138 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,453,905 | 5,301 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,698,398 | 5,674 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,664,605 | 4,011 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $1,078,334 | 3,285 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,047,553 | 3,285 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,090,658 | 3,573 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $938,169 | 3,532 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $993,646 | 3,578 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $782,593 | 3,124 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $522,227 | 2,797 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||