JOURNEY STRATEGIC WEALTH LLC

Position in HD — Home Depot, Inc.

CIK 1909316 SUMMIT, NJ

Position in HD

as of Mar 31, 2026 · filed Apr 15, 2026 Compact

Position Value

$6,788,613

+$203,576 QoQ

Shares Held

20,641

+7.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 85% None 15%

Consumer Cyclical · as of Mar 31, 2026

JOURNEY STRATEGIC WEALTH LLC holds $8,117,448 across 2 Home Improvement Retail names. HD ranks #1 (83.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	HD	Home Depot, Inc. This page	20,641	$6,788,613
2	LOW	Lowes Companies Inc	5,624	$1,328,835

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,788,613	20,641	+7.9%	Shares	Sole	2026-04-15
2025-12-31	$6,585,037	19,137	-1.1%	Shares	Sole	2026-02-13
2025-09-30	$7,839,612	19,348	-2.5%	Shares	Sole	2025-11-12
2025-06-30	$7,277,066	19,848	+16.4%	Shares	Sole	2025-08-12
2025-03-31	$6,248,651	17,050	+45.5%	Shares	Sole	2025-05-06
2024-12-31	$4,559,348	11,721	+28.8%	Shares	Sole	2025-01-24
2024-09-30	$3,686,508	9,098	+53.5%	Shares	Sole	2024-11-12
2024-06-30	$2,039,964	5,926	+10.3%	Shares	Sole	2024-08-14
2024-03-31	$2,061,849	5,375	+40.5%	Shares	Other	2024-05-13
2023-12-31	$1,325,552	3,825	+6.1%	Shares	Other	2024-02-09
2023-09-30	$1,089,286	3,605	-17.3%	Shares	Other	2023-11-08
2023-06-30	$1,354,389	4,360	-10.7%	Shares	Other	2023-08-14
2023-03-31	$1,440,480	4,881	-4.1%	Shares	Sole	2023-05-12
2022-12-31	$1,608,041	5,091	+21.4%	Shares	Sole	2023-02-14
2022-09-30	$1,157,291	4,194	+29.3%	Shares	Sole	2022-11-14
2022-06-30	$889,731	3,244	-20.2%	Shares	Sole	2022-08-15
2022-03-31	$1,216,776	4,065	+6.0%	Shares	Sole	2022-05-16
2021-12-31	$1,591,563	3,835	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.