Position in HD
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$30,672,579
+$935,990 QoQ
Shares Held
86,970
-3.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#436
of 4,083 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Badgley Phelps Wealth Managers, LLC holds $33,936,933 across 2 Home Improvement Retail names. HD ranks #1 (90.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
86,970 | $30,672,579 | |
| 2 | LOW |
Lowes Companies Inc
|
14,805 | $3,264,354 |
All Filings in HD
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,672,579 | 86,970 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $29,736,589 | 90,415 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $36,322,851 | 105,559 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $30,381,956 | 74,982 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $27,594,426 | 75,263 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $27,829,418 | 75,935 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $29,767,848 | 76,526 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $31,028,190 | 76,575 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $26,648,306 | 77,412 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $30,114,901 | 78,506 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $27,788,458 | 80,186 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $21,483,878 | 71,101 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $23,392,434 | 75,304 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $21,737,063 | 73,655 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $26,901,480 | 85,169 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $23,297,890 | 84,431 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $22,693,374 | 82,741 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $24,630,069 | 82,284 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $34,474,880 | 83,070 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $26,768,946 | 81,548 | Shares | Sole | 2021-11-29 | |
| No filing history on record for this holder in this stock. | ||||||