Position in HD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,106,709
+$214,760 QoQ
Shares Held
3,138
+15.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#2,269
of 4,083 holders
Holding Since
Dec 2021
19 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, 2026Keystone Wealth Services, LLC holds $1,453,980 across 2 Home Improvement Retail names. HD ranks #1 (76.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
3,138 | $1,106,709 | |
| 2 | LOW |
Lowes Companies Inc
|
1,575 | $347,271 |
All Filings in HD
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,106,709 | 3,138 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $891,949 | 2,712 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $933,543 | 2,713 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,087,935 | 2,685 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $927,232 | 2,529 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $870,780 | 2,376 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $977,531 | 2,513 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,047,442 | 2,585 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $825,487 | 2,398 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $692,014 | 1,804 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $605,076 | 1,746 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $579,845 | 1,919 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $594,875 | 1,915 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $541,250 | 1,834 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $584,656 | 1,851 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $506,901 | 1,837 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $479,972 | 1,750 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $548,073 | 1,831 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $760,298 | 1,832 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||