Position in HD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,506,296
+$16,425 QoQ
Shares Held
4,271
-5.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#2,009
of 4,083 holders
Holding Since
Dec 2020
23 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, 2026Tradition Wealth Management, LLC holds $2,047,378 across 2 Home Improvement Retail names. HD ranks #1 (73.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
4,271 | $1,506,296 | |
| 2 | LOW |
Lowes Companies Inc
|
2,454 | $541,082 |
All Filings in HD
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,506,296 | 4,271 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,489,871 | 4,530 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,617,958 | 4,702 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,933,566 | 4,772 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,691,676 | 4,614 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,647,006 | 4,494 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,675,379 | 4,307 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,733,445 | 4,278 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,541,162 | 4,477 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,713,157 | 4,466 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,483,580 | 4,281 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,308,654 | 4,331 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,477,714 | 4,757 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,372,603 | 4,651 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,197,109 | 3,790 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,038,638 | 3,764 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,018,090 | 3,712 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,062,621 | 3,550 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,419,749 | 3,421 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,128,557 | 3,438 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,079,123 | 3,384 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,030,524 | 3,376 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $777,735 | 2,928 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||