Position in HD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,424,675
+$112,579 QoQ
Shares Held
6,875
-2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.09%
of 13F equity value
Holder Rank
#1,624
of 4,083 holders
Holding Since
Dec 2021
19 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, 2026Widmann Financial Services, Inc. holds $2,780,766 across 2 Home Improvement Retail names. HD ranks #1 (87.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
6,875 | $2,424,675 | |
| 2 | LOW |
Lowes Companies Inc
|
1,615 | $356,091 |
All Filings in HD
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,424,675 | 6,875 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,312,096 | 7,030 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,365,343 | 6,874 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,779,198 | 6,859 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,556,580 | 6,973 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,494,330 | 6,806 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,590,673 | 6,660 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,645,145 | 6,528 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,289,196 | 6,650 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,582,395 | 6,732 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,363,817 | 6,821 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,057,407 | 6,809 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $2,118,254 | 6,819 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,009,472 | 6,809 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,130,159 | 6,744 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,841,623 | 6,674 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,837,334 | 6,699 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,965,999 | 6,568 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,677,644 | 6,452 | Shares | Sole | 2022-01-28 | |
| No filing history on record for this holder in this stock. | ||||||