Position in HD
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$4,089,677
-$374,675 QoQ
Shares Held
11,596
-14.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
#1,279
of 4,083 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Bison Wealth, LLC holds $4,965,242 across 2 Home Improvement Retail names. HD ranks #1 (82.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
11,596 | $4,089,677 | |
| 2 | LOW |
Lowes Companies Inc
|
3,971 | $875,565 |
All Filings in HD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,089,677 | 11,596 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $4,464,352 | 13,574 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,653,952 | 13,525 | Shares | Sole | 2026-03-24 | |
| 2025-09-30 | $5,981,414 | 14,762 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,707,657 | 12,840 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $4,347,304 | 11,862 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,272,089 | 5,841 | Shares | Sole | 2025-02-25 | |
| No filing history on record for this holder in this stock. | ||||||