Position in HD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,407,898
+$128,845 QoQ
Shares Held
3,992
+2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#2,065
of 4,083 holders
Holding Since
Mar 2021
13 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, 2026Legacy Capital Wealth Partners, LLC holds $1,909,953 across 2 Home Improvement Retail names. HD ranks #1 (73.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
3,992 | $1,407,898 | |
| 2 | LOW |
Lowes Companies Inc
|
2,277 | $502,055 |
All Filings in HD
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,407,898 | 3,992 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,279,053 | 3,889 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,318,591 | 3,832 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,523,919 | 3,761 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,297,538 | 3,539 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,255,961 | 3,427 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,348,239 | 3,466 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,313,658 | 3,242 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,149,073 | 3,338 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 | $874,692 | 2,524 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $717,630 | 2,375 | Shares | Sole | 2023-10-16 | |
| 2023-03-31 | $522,067 | 1,769 | Shares | Sole | 2023-05-10 | |
| 2021-03-31 | $280,830 | 920 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||