Position in HD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$615,073
+$32,280 QoQ
Shares Held
1,744
-1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,827
of 4,083 holders
Holding Since
Mar 2023
14 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, 2026Avalon Trust Co holds $28,289,213 across 2 Home Improvement Retail names. HD ranks #2 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
125,512 | $27,674,140 | |
| 2 | HD |
Home Depot, Inc.
This page
|
1,744 | $615,073 |
All Filings in HD
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $615,073 | 1,744 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $582,793 | 1,772 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $503,762 | 1,464 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $596,844 | 1,473 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $479,198 | 1,307 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $504,290 | 1,376 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $569,481 | 1,464 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $591,186 | 1,459 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $502,246 | 1,459 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $620,281 | 1,617 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $517,745 | 1,494 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $430,578 | 1,425 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $451,049 | 1,452 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $434,416 | 1,472 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||