Position in HD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,656,434
-$1,273,123 QoQ
Shares Held
13,203
-26.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#1,196
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, 2026CFM WEALTH PARTNERS LLC holds $5,073,160 across 2 Home Improvement Retail names. HD ranks #1 (91.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
13,203 | $4,656,434 | |
| 2 | LOW |
Lowes Companies Inc
|
1,890 | $416,726 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,656,434 | 13,203 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $5,929,557 | 18,029 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $6,529,297 | 18,975 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $8,194,967 | 20,225 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $7,213,642 | 19,675 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $7,016,084 | 19,144 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $7,192,425 | 18,490 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $7,170,014 | 17,695 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $5,773,249 | 16,771 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $6,375,048 | 16,619 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $5,315,383 | 15,338 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $5,369,383 | 17,770 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $5,498,638 | 17,701 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $5,226,280 | 17,709 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $5,567,664 | 17,627 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $4,835,848 | 17,525 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $4,811,244 | 17,542 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $5,520,543 | 18,443 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $7,807,998 | 18,814 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $5,763,917 | 17,559 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $5,293,892 | 16,601 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $4,952,986 | 16,226 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $4,262,669 | 16,048 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $4,031,516 | 14,517 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $3,160,183 | 12,615 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,270,953 | 12,163 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||