Position in HD
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,131,044
+$50,970 QoQ
Shares Held
3,207
-2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#2,254
of 4,083 holders
Holding Since
Mar 2020
25 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, 2026CWS Financial Advisors, LLC holds $1,361,456 across 2 Home Improvement Retail names. HD ranks #1 (83.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
3,207 | $1,131,044 | |
| 2 | LOW |
Lowes Companies Inc
|
1,045 | $230,412 |
All Filings in HD
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,131,044 | 3,207 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,080,074 | 3,284 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,191,618 | 3,463 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,260,546 | 3,111 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,073,155 | 2,927 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,618,419 | 4,416 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,007,484 | 2,590 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $925,476 | 2,284 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $756,983 | 2,199 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $837,398 | 2,183 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,899,094 | 5,480 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,340,229 | 7,745 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,428,583 | 7,818 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,341,482 | 7,934 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,610,570 | 5,099 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,383,839 | 5,015 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,373,544 | 5,008 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,560,107 | 5,212 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $2,612,902 | 6,296 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $1,643,559 | 5,154 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,556,469 | 5,099 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $838,031 | 3,155 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $883,950 | 3,183 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $797,373 | 3,183 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $593,364 | 3,178 | Shares | Sole | 2020-04-02 | |
| No filing history on record for this holder in this stock. | ||||||