Position in HD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$69,477
+$5,015 QoQ
Shares Held
197
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#3,974
of 4,083 holders
Holding Since
Dec 2021
14 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, 2026Morton Brown Family Wealth, LLC holds $71,240 across 2 Home Improvement Retail names. HD ranks #1 (97.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
197 | $69,477 | |
| 2 | LOW |
Lowes Companies Inc
|
8 | $1,763 |
All Filings in HD
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,477 | 197 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $64,462 | 196 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $67,099 | 195 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $16,207 | 40 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $22,731 | 62 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $22,722 | 62 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $66,128 | 170 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $68,884 | 170 | Shares | Sole | 2024-10-24 | |
| 2023-12-31 | $22,179 | 64 | Shares | Sole | 2024-01-29 | |
| 2023-03-31 | $1,770 | 6 | Shares | Sole | 2023-04-26 | |
| 2022-09-30 | $41,391 | 150 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $41,140 | 150 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $44,899 | 150 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $62,251 | 150 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||