Position in HD
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,359,934
+$108,837 QoQ
Shares Held
3,856
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#2,090
of 4,083 holders
Holding Since
Jun 2020
15 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, 2026Carolina Wealth Advisors, LLC holds $1,377,573 across 2 Home Improvement Retail names. HD ranks #1 (98.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
3,856 | $1,359,934 | |
| 2 | LOW |
Lowes Companies Inc
|
80 | $17,639 |
All Filings in HD
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,359,934 | 3,856 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,251,097 | 3,804 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $281,473 | 818 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $230,147 | 568 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $85,793 | 234 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $6,963 | 19 | Shares | Sole | 2025-04-24 | |
| 2023-12-31 | $19,753 | 57 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $17,223 | 57 | Shares | Sole | 2023-10-17 | |
| 2022-06-30 | $0 | 0 | Shares | Sole | 2022-07-19 | |
| 2021-09-30 | $300,029 | 914 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $302,945 | 950 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $315,628 | 1,034 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $518,490 | 1,952 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $547,921 | 1,973 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $453,924 | 1,812 | Shares | Sole | 2020-07-31 | |
| No filing history on record for this holder in this stock. | ||||||