Position in HD
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$798,820
-$2,027 QoQ
Shares Held
2,265
-7.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#2,580
of 4,086 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, 2026BRANDYWINE OAK PRIVATE WEALTH LLC holds $1,493,804 across 2 Home Improvement Retail names. HD ranks #1 (53.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
2,265 | $798,820 | |
| 2 | LOW |
Lowes Companies Inc
|
3,152 | $694,984 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $798,820 | 2,265 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $800,847 | 2,435 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $929,070 | 2,700 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,133,316 | 2,797 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,025,492 | 2,797 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,092,506 | 2,981 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,182,529 | 3,040 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,265,844 | 3,124 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,065,767 | 3,096 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,187,625 | 3,096 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,130,099 | 3,261 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $985,343 | 3,261 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,012,997 | 3,261 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $962,386 | 3,261 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,036,968 | 3,283 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $968,273 | 3,509 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,137,123 | 4,146 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,198,217 | 4,003 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,631,819 | 3,932 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,334,705 | 4,066 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $1,351,774 | 4,239 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $654,456 | 2,144 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $569,489 | 2,144 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $595,410 | 2,144 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $540,350 | 2,157 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $450,717 | 2,414 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||