Position in HD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$678,909
+$59,939 QoQ
Shares Held
1,925
+2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#2,730
of 4,083 holders
Holding Since
Dec 2021
19 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, 2026West Wealth Group, LLC holds $954,080 across 2 Home Improvement Retail names. HD ranks #1 (71.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
1,925 | $678,909 | |
| 2 | LOW |
Lowes Companies Inc
|
1,248 | $275,171 |
All Filings in HD
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $678,909 | 1,925 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $618,970 | 1,882 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $638,305 | 1,855 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $794,577 | 1,961 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $639,053 | 1,743 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $615,703 | 1,680 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $619,272 | 1,592 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $621,576 | 1,534 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $525,310 | 1,526 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $697,768 | 1,819 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $532,993 | 1,538 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $458,376 | 1,517 | Shares | Sole | 2023-10-06 | |
| 2023-06-30 | $437,381 | 1,408 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $411,987 | 1,396 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $435,255 | 1,378 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $378,589 | 1,372 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $374,378 | 1,365 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $421,157 | 1,407 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $551,548 | 1,329 | Shares | Sole | 2022-05-05 | |
| No filing history on record for this holder in this stock. | ||||||