Position in HD
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,154,169
+$474,528 QoQ
Shares Held
6,108
+19.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#1,732
of 4,083 holders
Holding Since
Dec 2020
23 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, 20261900 WEALTH MANAGEMENT LLC holds $2,515,993 across 2 Home Improvement Retail names. HD ranks #1 (85.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
6,108 | $2,154,169 | |
| 2 | LOW |
Lowes Companies Inc
|
1,641 | $361,824 |
All Filings in HD
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,154,169 | 6,108 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,679,641 | 5,107 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,900,120 | 5,522 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,056,339 | 5,075 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,394,331 | 3,803 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,470,724 | 4,013 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,890,102 | 4,859 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,966,840 | 4,854 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,667,498 | 4,844 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,855,856 | 4,838 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,755,622 | 5,066 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,670,944 | 5,530 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $1,733,681 | 5,581 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,616,077 | 5,476 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,565,402 | 4,956 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,352,106 | 4,900 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,318,964 | 4,809 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,399,966 | 4,677 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,604,843 | 3,867 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $776,663 | 2,366 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $740,781 | 2,323 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $675,213 | 2,212 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $323,525 | 1,218 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||