Position in HD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,434,293
+$641,883 QoQ
Shares Held
18,244
+3.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.09%
of 13F equity value
Holder Rank
#991
of 4,083 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, 2026Meridian Wealth Advisors, LLC holds $7,948,618 across 2 Home Improvement Retail names. HD ranks #1 (80.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
18,244 | $6,434,293 | |
| 2 | LOW |
Lowes Companies Inc
|
6,868 | $1,514,325 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,434,293 | 18,244 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,792,410 | 17,612 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $5,702,425 | 16,572 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,011,812 | 17,305 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,280,543 | 17,130 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,223,733 | 16,982 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $6,521,806 | 16,766 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $7,659,495 | 18,903 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $6,301,657 | 18,306 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $6,913,622 | 18,023 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $6,113,488 | 17,641 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $5,231,598 | 17,314 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,296,722 | 17,051 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $5,470,049 | 18,535 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $5,566,084 | 17,622 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $4,551,906 | 16,496 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $4,838,945 | 17,643 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $4,767,428 | 15,927 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $6,035,905 | 14,544 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $4,500,116 | 13,709 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,228,800 | 13,261 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $3,553,415 | 11,641 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $3,051,442 | 11,488 | Shares | Sole | 2021-05-07 | |
| 2020-09-30 | $3,050,922 | 10,986 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,847,797 | 11,368 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,980,059 | 10,605 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||