Position in HD
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$372,782
+$30,408 QoQ
Shares Held
1,057
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#3,302
of 4,083 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Mattern Wealth Management LLC holds $2,353,664 across 2 Home Improvement Retail names. HD ranks #2 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
8,984 | $1,980,882 | |
| 2 | HD |
Home Depot, Inc.
This page
|
1,057 | $372,782 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $372,782 | 1,057 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $342,374 | 1,041 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $358,208 | 1,041 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $421,802 | 1,041 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $418,702 | 1,142 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $418,531 | 1,142 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $444,226 | 1,142 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $462,738 | 1,142 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $599,666 | 1,742 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $898,391 | 2,342 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $811,620 | 2,342 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $658,708 | 2,180 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $690,242 | 2,222 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $652,805 | 2,212 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $696,471 | 2,205 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $608,447 | 2,205 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $604,765 | 2,205 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $660,022 | 2,205 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $915,097 | 2,205 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $787,495 | 2,399 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $769,162 | 2,412 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $755,493 | 2,475 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $693,268 | 2,610 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $711,493 | 2,562 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $641,806 | 2,562 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $483,952 | 2,592 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||