Position in HD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,132,455
+$9,954 QoQ
Shares Held
3,211
-5.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#2,252
of 4,083 holders
Holding Since
Dec 2020
21 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, 2026Olde Wealth Management, LLC holds $2,283,853 across 2 Home Improvement Retail names. HD ranks #2 (49.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
5,222 | $1,151,398 | |
| 2 | HD |
Home Depot, Inc.
This page
|
3,211 | $1,132,455 |
All Filings in HD
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,132,455 | 3,211 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,122,501 | 3,413 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,198,500 | 3,483 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,415,328 | 3,493 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $1,235,437 | 3,371 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,328,789 | 3,416 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,431,166 | 3,532 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,207,593 | 3,508 | Shares | Sole | 2024-08-09 | |
| 2023-12-31 | $1,215,697 | 3,508 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,059,977 | 3,508 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,089,725 | 3,508 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,194,645 | 4,048 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,281,759 | 4,058 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,122,523 | 4,068 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,115,730 | 4,068 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,182,054 | 3,949 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,670,000 | 4,024 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $1,321,246 | 4,025 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,283,532 | 4,025 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,228,326 | 4,024 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,015,730 | 3,824 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||