AXXCESS WEALTH MANAGEMENT, LLC

Position in HD — Home Depot, Inc.

CIK 1911056 CARLSBAD, CA

Position in HD

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$17,837,849

+$3,281,507 QoQ

Shares Held

50,578

+14.3% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.82%

of 13F equity value

Holder Rank

#567

of 4,083 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Consumer Cyclical · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $23,341,499 across 2 Home Improvement Retail names. HD ranks #1 (76.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	HD	Home Depot, Inc. This page	50,578	$17,837,849
2	LOW	Lowes Companies Inc	24,961	$5,503,650

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,837,849	50,578	+14.3%	Shares	Sole	2026-07-28
2026-03-31	$14,556,342	44,259	-18.2%	Shares	Sole	2026-04-29
2025-12-31	$18,620,283	54,113	+15.1%	Shares	Sole	2026-02-19
2025-09-30	$19,051,223	47,018	+6.8%	Shares	Sole	2025-11-07
2025-06-30	$16,146,092	44,038	-0.5%	Shares	Sole	2025-07-28
2025-03-31	$16,225,245	44,272	-6.2%	Shares	Sole	2025-04-30
2024-12-31	$18,352,937	47,181	-2.4%	Shares	Sole	2025-02-10
2024-09-30	$19,596,282	48,362	+9.7%	Shares	Sole	2024-11-04
2024-06-30	$15,170,656	44,070	-29.7%	Shares	Sole	2024-08-09
2024-03-31	$24,062,077	62,727	+11.7%	Shares	Sole	2024-05-14
2023-12-31	$19,457,049	56,145	+14.7%	Shares	Sole	2024-02-06
2023-09-30	$14,789,221	48,945	+49.0%	Shares	Sole	2023-11-14
2023-06-30	$10,206,387	32,856	-12.4%	Shares	Sole	2023-08-08
2023-03-31	$11,070,541	37,512	+1.1%	Shares	Sole	2023-05-03
2022-12-31	$11,714,615	37,088	+12.4%	Shares	Sole	2023-02-16
2022-09-30	$9,102,432	32,987	+14.6%	Shares	Sole	2022-11-14
2022-06-30	$7,894,861	28,785	+3.3%	Shares	Sole	2022-08-11
2022-03-31	$8,340,830	27,865	-8.3%	Shares	Sole	2022-08-11
2021-12-31	$12,615,058	30,397	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.