Position in HD
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,383,563
-$30,005 QoQ
Shares Held
3,923
-8.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.45%
of 13F equity value
Holder Rank
#2,074
of 4,083 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026AAFMAA Wealth Management & Trust LLC holds $2,235,976 across 2 Home Improvement Retail names. HD ranks #1 (61.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
3,923 | $1,383,563 | |
| 2 | LOW |
Lowes Companies Inc
|
3,866 | $852,413 |
All Filings in HD
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,383,563 | 3,923 | Shares | Other | 2026-07-08 | |
| 2026-03-31 | $1,413,568 | 4,298 | Shares | Other | 2026-04-08 | |
| 2025-12-31 | $1,361,947 | 3,958 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,621,165 | 4,001 | Shares | Other | 2025-10-30 | |
| 2025-06-30 | $1,500,657 | 4,093 | Shares | Other | 2025-07-16 | |
| 2025-03-31 | $1,705,277 | 4,653 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,727,114 | 4,440 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $2,075,028 | 5,121 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,680,923 | 4,883 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,837,443 | 4,790 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $2,721,456 | 7,853 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,100,616 | 6,952 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,997,675 | 9,650 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,785,637 | 9,439 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $3,043,310 | 9,635 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $6,607,106 | 23,944 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $6,883,353 | 25,097 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $7,814,308 | 26,106 | Shares | Sole | 2022-07-19 | |
| 2021-12-31 | $5,358,609 | 12,912 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $4,223,393 | 12,866 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $7,574,594 | 23,753 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $7,768,002 | 25,448 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $5,877,108 | 22,126 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||