Position in HD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$988,562
+$71,617 QoQ
Shares Held
2,803
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#2,381
of 4,083 holders
Holding Since
Sep 2024
5 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, 2026Whalen Wealth Management Inc. holds $988,562 across 1 Home Improvement Retail name. HD ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
2,803 | $988,562 |
All Filings in HD
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $988,562 | 2,803 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $916,945 | 2,788 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $867,476 | 2,521 | Shares | Sole | 2026-01-20 | |
| 2024-12-31 | $535,250 | 1,376 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $400,742 | 989 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||