Position in HD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,880,738
+$70,064 QoQ
Shares Held
13,839
-5.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
#1,164
of 4,083 holders
Holding Since
Mar 2025
6 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, 2026Private Wealth Asset Management, LLC holds $5,208,827 across 2 Home Improvement Retail names. HD ranks #1 (93.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
13,839 | $4,880,738 | |
| 2 | LOW |
Lowes Companies Inc
|
1,488 | $328,089 |
All Filings in HD
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,880,738 | 13,839 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,810,674 | 14,627 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,722,084 | 13,723 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $5,635,787 | 13,909 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $4,701,791 | 12,824 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $4,687,040 | 12,789 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||