Forum Financial Management, LP

Position in HD — Home Depot, Inc.

CIK 1911832 LOMBARD, IL

Position in HD

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

Position Value

$4,419,080

+$322,427 QoQ

Shares Held

12,530

+0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.79%

of 13F equity value

Holder Rank

#1,229

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

Forum Financial Management, LP holds $4,838,451 across 2 Home Improvement Retail names. HD ranks #1 (91.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	HD	Home Depot, Inc. This page	12,530	$4,419,080
2	LOW	Lowes Companies Inc	1,902	$419,371

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,419,080	12,530	+0.6%	Shares	Sole	2026-07-23
2026-03-31	$4,096,653	12,456	-26.0%	Shares	Other	2026-04-23
2025-12-31	$5,789,482	16,825	+4.6%	Shares	Sole	2026-01-27
2025-09-30	$6,519,910	16,091	+4.4%	Shares	Other	2025-10-24
2025-06-30	$5,651,388	15,414	-0.5%	Shares	Other	2025-07-30
2025-03-31	$5,675,096	15,485	+0.8%	Shares	Other	2025-05-02
2024-12-31	$5,976,441	15,364	+4.6%	Shares	Other	2025-02-20
2024-09-30	$5,949,145	14,682	+3.4%	Shares	Sole	2024-10-29
2024-06-30	$4,888,551	14,201	-6.5%	Shares	Sole	2024-07-30
2024-03-31	$5,827,650	15,192	-1.0%	Shares	Other	2024-05-09
2023-12-31	$5,317,116	15,343	-1.4%	Shares	Other	2024-02-07
2023-09-30	$4,700,098	15,555	-2.4%	Shares	Sole	2023-11-06
2023-06-30	$4,950,358	15,936	+7.2%	Shares	Sole	2023-07-26
2023-03-31	$4,388,139	14,869	-1.2%	Shares	Sole	2023-04-19
2022-12-31	$4,752,428	15,046	+96.0%	Shares	Sole	2023-01-24
2022-09-30	$2,118,391	7,677	-1.6%	Shares	Sole	2022-11-07
2022-06-30	$2,139,854	7,802	-1.3%	Shares	Sole	2022-08-15
2022-03-31	$2,365,904	7,904	+12.9%	Shares	Sole	2022-05-16
2021-12-31	$2,905,070	7,000	—	Shares	Sole	2022-02-18
No filing history on record for this holder in this stock.