BCS Wealth Management

Position in HD — Home Depot, Inc.

CIK 1798172 JOHNSON CITY, TN

Position in HD

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$536,426

-$22,358 QoQ

Shares Held

1,521

-10.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

#2,943

of 4,083 holders

Holding Since

Mar 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

BCS Wealth Management holds $899,132 across 2 Home Improvement Retail names. HD ranks #1 (59.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	HD	Home Depot, Inc. This page	1,521	$536,426
2	LOW	Lowes Companies Inc	1,645	$362,706

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$536,426	1,521	-10.5%	Shares	Sole	2026-07-16
2026-03-31	$558,784	1,699	-50.9%	Shares	Sole	2026-04-17
2025-12-31	$1,189,897	3,458	+101.5%	Shares	Sole	2026-01-26
2025-09-30	$695,306	1,716	-27.7%	Shares	Sole	2025-10-22
2025-06-30	$869,670	2,372	+46.5%	Shares	Sole	2025-07-15
2025-03-31	$593,347	1,619	-18.4%	Shares	Sole	2025-04-14
2024-12-31	$771,367	1,983	+15.9%	Shares	Sole	2025-01-13
2024-03-31	$656,339	1,711	+0.1%	Shares	Sole	2024-04-10
2023-12-31	$592,253	1,709	0.0%	Shares	Sole	2024-01-11
2023-09-30	$516,391	1,709	+15.7%	Shares	Sole	2023-10-12
2022-12-31	$466,525	1,477	0.0%	Shares	Sole	2023-01-10
2022-09-30	$407,563	1,477	-20.0%	Shares	Sole	2022-10-07
2022-06-30	$506,576	1,847	+76.6%	Shares	Sole	2022-07-29
2022-03-31	$313,099	1,046	-42.2%	Shares	Sole	2022-04-28
2021-12-31	$750,753	1,809	+114.8%	Shares	Sole	2022-01-18
2021-09-30	$276,394	842	-4.3%	Shares	Sole	2021-10-25
2021-06-30	$280,623	880	+18.1%	Shares	Sole	2021-07-21
2021-03-31	$227,411	745	—	Shares	Sole	2021-04-28
No filing history on record for this holder in this stock.