Position in HD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,841,694
+$55,822 QoQ
Shares Held
5,222
-3.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.45%
of 13F equity value
Holder Rank
#1,859
of 4,083 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 17%
None 83%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Meridian Wealth Partners, LLC holds $2,246,734 across 2 Home Improvement Retail names. HD ranks #1 (82.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
5,222 | $1,841,694 | |
| 2 | LOW |
Lowes Companies Inc
|
1,837 | $405,040 |
All Filings in HD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,841,694 | 5,222 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,785,872 | 5,430 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,879,474 | 5,462 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,236,243 | 5,519 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $2,252,269 | 6,143 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $2,239,620 | 6,111 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,427,686 | 6,241 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $2,532,905 | 6,251 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $2,193,497 | 6,372 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $2,424,352 | 6,320 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $2,147,223 | 6,196 | Shares | Defined | 2024-02-05 | |
| 2023-09-30 | $1,852,542 | 6,131 | Shares | Defined | 2023-11-03 | |
| 2023-06-30 | $1,902,048 | 6,123 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $1,772,195 | 6,005 | Shares | Defined | 2023-05-04 | |
| 2022-12-31 | $1,889,157 | 5,981 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,631,356 | 5,912 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,604,752 | 5,851 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,611,892 | 5,385 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,086,670 | 5,028 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,602,565 | 4,882 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,550,443 | 4,862 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $1,477,104 | 4,839 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,325,177 | 4,989 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,384,661 | 4,986 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,244,282 | 4,967 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $928,881 | 4,975 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||