Position in HD
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$751,208
+$52,317 QoQ
Shares Held
2,130
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#2,635
of 4,083 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Legacy Wealth Asset Management, LLC holds $1,475,738 across 2 Home Improvement Retail names. HD ranks #1 (50.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
2,130 | $751,208 | |
| 2 | LOW |
Lowes Companies Inc
|
3,286 | $724,530 |
All Filings in HD
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $751,208 | 2,130 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $698,891 | 2,125 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $698,178 | 2,029 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $805,517 | 1,988 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $727,047 | 1,983 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $727,482 | 1,985 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $782,258 | 2,011 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $829,039 | 2,046 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $706,380 | 2,052 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $787,147 | 2,052 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $711,467 | 2,053 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $624,866 | 2,068 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $642,403 | 2,068 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $609,127 | 2,064 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $658,252 | 2,084 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $574,231 | 2,081 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $815,953 | 2,975 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $874,642 | 2,922 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,168,253 | 2,815 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $927,991 | 2,827 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $893,210 | 2,801 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $842,184 | 2,759 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $718,767 | 2,706 | Shares | Sole | 2021-03-25 | |
| No filing history on record for this holder in this stock. | ||||||