Position in HD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$6,553,499
+$1,587,260 QoQ
Shares Held
18,582
+23.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.16%
of 13F equity value
Holder Rank
#985
of 4,083 holders
Holding Since
Jun 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, 2026RMR Wealth Builders holds $6,846,530 across 2 Home Improvement Retail names. HD ranks #1 (95.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
18,582 | $6,553,499 | |
| 2 | LOW |
Lowes Companies Inc
|
1,329 | $293,031 |
All Filings in HD
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,553,499 | 18,582 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,966,239 | 15,100 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $4,603,713 | 13,379 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $5,222,088 | 12,888 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $4,670,626 | 12,739 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $4,431,597 | 12,092 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $4,445,766 | 11,429 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $4,531,351 | 11,183 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $3,868,569 | 11,238 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $4,048,898 | 10,555 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $3,507,086 | 10,120 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,005,887 | 9,948 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $2,478,907 | 7,980 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $2,346,204 | 7,950 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $2,095,415 | 6,634 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,809,614 | 6,558 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,834,043 | 6,687 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,656,553 | 8,875 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,018,849 | 2,455 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $2,958,607 | 9,013 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $2,763,181 | 8,665 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,877,591 | 9,427 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,163,209 | 8,144 | Shares | Sole | 2021-02-26 | |
| 2020-09-30 | $2,925,674 | 10,535 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,895,609 | 7,567 | Shares | Sole | 2020-08-19 | |
| No filing history on record for this holder in this stock. | ||||||