Position in HD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,610,232
+$321,178 QoQ
Shares Held
13,072
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.53%
of 13F equity value
Holder Rank
#1,199
of 4,079 holders
Holding Since
Dec 2020
19 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, 202644 WEALTH MANAGEMENT LLC holds $4,929,722 across 2 Home Improvement Retail names. HD ranks #1 (93.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
13,072 | $4,610,232 | |
| 2 | LOW |
Lowes Companies Inc
|
1,449 | $319,490 |
All Filings in HD
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,610,232 | 13,072 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,289,054 | 13,041 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,006,745 | 8,738 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,715,592 | 9,170 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,631,763 | 12,633 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $4,757,773 | 12,982 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $5,079,820 | 13,059 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $5,518,418 | 13,619 | Shares | Sole | 2024-10-25 | |
| 2023-06-30 | $5,037,338 | 16,216 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $2,560,756 | 8,677 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $2,706,288 | 8,568 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $2,246,703 | 8,142 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,974,469 | 7,199 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,833,994 | 6,127 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $2,697,980 | 6,501 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $2,176,363 | 6,630 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $574,002 | 1,800 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $407,814 | 1,336 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $879,733 | 3,312 | Shares | Sole | 2021-03-05 | |
| No filing history on record for this holder in this stock. | ||||||