Position in HD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$55,796,092
-$4,551,276 QoQ
Shares Held
158,206
-13.8% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#311
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, 2026Williams Jones Wealth Management, LLC. holds $77,657,455 across 2 Home Improvement Retail names. HD ranks #1 (71.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
158,206 | $55,796,092 | |
| 2 | LOW |
Lowes Companies Inc
|
99,149 | $21,861,363 |
All Filings in HD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,796,092 | 158,206 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $60,347,368 | 183,488 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $82,646,626 | 240,182 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $122,197,200 | 301,580 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $111,238,209 | 303,399 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $112,549,811 | 307,102 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $122,209,377 | 314,171 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $129,834,589 | 320,421 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $112,280,072 | 326,168 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $126,999,219 | 331,072 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $113,729,739 | 328,177 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $99,796,196 | 330,276 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $97,848,182 | 314,989 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $91,636,825 | 310,507 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $98,229,301 | 310,990 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $84,450,333 | 306,046 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $85,334,173 | 311,132 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $85,445,843 | 285,457 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $122,475,676 | 295,115 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $96,642,041 | 294,407 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $92,006,780 | 288,522 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $87,310,352 | 286,029 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $74,262,570 | 279,582 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $72,955,250 | 262,703 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $65,475,047 | 261,367 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $44,952,486 | 240,761 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||