Position in HD
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,042,522
+$72,955 QoQ
Shares Held
2,956
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.06%
of 13F equity value
Holder Rank
#2,329
of 4,083 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Fingerlakes Wealth Management, Inc. holds $2,493,566 across 2 Home Improvement Retail names. HD ranks #2 (41.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
6,581 | $1,451,044 | |
| 2 | HD |
Home Depot, Inc.
This page
|
2,956 | $1,042,522 |
All Filings in HD
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,042,522 | 2,956 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $969,567 | 2,948 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,032,988 | 3,002 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,207,466 | 2,980 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $975,995 | 2,662 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,019,208 | 2,781 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,156,078 | 2,972 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,226,135 | 3,026 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,055,784 | 3,067 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,174,966 | 3,063 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,084,354 | 3,129 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $912,221 | 3,019 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $949,626 | 3,057 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $990,422 | 3,356 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,071,397 | 3,392 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $933,780 | 3,384 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $938,551 | 3,422 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,030,293 | 3,442 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,442,574 | 3,476 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||