Stone Summit Wealth LLC

Position in HD — Home Depot, Inc.

CIK 1908192 Miami, FL

Position in HD

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,665,354

+$70,567 QoQ

Shares Held

4,722

-2.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.27%

of 13F equity value

Holder Rank

#1,928

of 4,083 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Stone Summit Wealth LLC holds $4,092,066 across 2 Home Improvement Retail names. HD ranks #2 (40.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	LOW	Lowes Companies Inc	11,006	$2,426,712
2	HD	Home Depot, Inc. This page	4,722	$1,665,354

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,665,354	4,722	-2.6%	Shares	Sole	2026-07-23
2026-03-31	$1,594,787	4,849	-4.2%	Shares	Sole	2026-04-23
2025-12-31	$1,741,834	5,062	-18.8%	Shares	Sole	2026-01-27
2025-09-30	$2,525,144	6,232	-2.1%	Shares	Sole	2025-10-22
2025-06-30	$2,334,396	6,367	-1.4%	Shares	Sole	2025-07-17
2025-03-31	$2,366,425	6,457	-1.6%	Shares	Sole	2025-04-24
2024-12-31	$2,552,552	6,562	-1.3%	Shares	Sole	2025-01-28
2024-09-30	$2,694,174	6,649	-1.6%	Shares	Sole	2024-10-31
2024-06-30	$2,326,373	6,758	-4.4%	Shares	Sole	2024-07-30
2024-03-31	$2,712,819	7,072	-3.3%	Shares	Sole	2024-05-01
2023-12-31	$2,534,666	7,314	-3.9%	Shares	Sole	2024-01-26
2023-09-30	$2,299,135	7,609	+0.3%	Shares	Sole	2023-10-25
2023-06-30	$2,357,446	7,589	-0.6%	Shares	Sole	2023-07-25
2023-03-31	$2,253,831	7,637	-2.6%	Shares	Sole	2023-04-20
2022-12-31	$2,477,289	7,843	-0.5%	Shares	Sole	2023-01-20
2022-09-30	$2,174,959	7,882	-1.1%	Shares	Sole	2022-11-03
2022-06-30	$2,185,657	7,969	+3.3%	Shares	Sole	2022-07-19
2022-03-31	$2,308,133	7,711	+790.4%	Shares	Sole	2022-04-29
2021-12-31	$359,398	866	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.