Position in HD
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,719,916
+$727,192 QoQ
Shares Held
13,383
+10.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#1,193
of 4,086 holders
Holding Since
Jun 2021
21 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, 2026Accurate Wealth Management, LLC holds $5,466,715 across 2 Home Improvement Retail names. HD ranks #1 (86.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
13,383 | $4,719,916 | |
| 2 | LOW |
Lowes Companies Inc
|
3,387 | $746,799 |
All Filings in HD
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,719,916 | 13,383 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,992,724 | 12,140 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $3,969,537 | 11,536 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $4,642,667 | 11,458 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $3,966,678 | 10,819 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $3,635,580 | 9,920 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $3,548,366 | 9,122 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $3,520,377 | 8,688 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,909,860 | 8,453 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $3,092,199 | 8,061 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $2,573,133 | 7,425 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $2,423,021 | 8,019 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $2,181,314 | 7,022 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $1,881,685 | 6,376 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,486,753 | 4,707 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $1,370,869 | 4,968 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,096,531 | 3,998 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,216,177 | 4,063 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,464,155 | 3,528 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,130,855 | 3,445 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $970,382 | 3,043 | Shares | Sole | 2021-08-25 | |
| No filing history on record for this holder in this stock. | ||||||