Position in HD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,103,527
+$504,853 QoQ
Shares Held
22,977
-0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#886
of 4,083 holders
Holding Since
Mar 2020
25 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, 2026Western Wealth Management, LLC holds $9,967,549 across 2 Home Improvement Retail names. HD ranks #1 (81.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
22,977 | $8,103,527 | |
| 2 | LOW |
Lowes Companies Inc
|
8,454 | $1,864,022 |
All Filings in HD
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,103,527 | 22,977 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,598,674 | 23,104 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $4,351,488 | 12,646 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $5,151,180 | 12,713 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,656,694 | 12,701 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,711,228 | 12,855 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $5,040,532 | 12,958 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $7,585,749 | 18,721 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,926,401 | 11,406 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $5,146,761 | 13,417 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $7,120,216 | 20,546 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $6,236,884 | 20,641 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,131,412 | 19,738 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $6,065,896 | 20,554 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $6,314,041 | 19,990 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $9,127,267 | 33,077 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $8,477,959 | 30,911 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $9,205,295 | 30,753 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $5,539,553 | 13,348 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $4,875,509 | 15,289 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $3,515,869 | 11,518 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,957,413 | 11,134 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $3,569,406 | 12,853 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $2,879,612 | 11,495 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $1,782,333 | 9,546 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||