FSM Wealth Advisors, LLC

Position in HD — Home Depot, Inc.

CIK 1942548 CLEVELAND, OH

Position in HD

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,641,372

+$166,959 QoQ

Shares Held

4,654

+3.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.63%

of 13F equity value

Holder Rank

#1,940

of 4,083 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 5% Shared 0% None 95%

Consumer Cyclical · as of Jun 30, 2026

FSM Wealth Advisors, LLC holds $2,073,532 across 2 Home Improvement Retail names. HD ranks #1 (79.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	HD	Home Depot, Inc. This page	4,654	$1,641,372
2	LOW	Lowes Companies Inc	1,960	$432,160

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,641,372	4,654	+3.8%	Shares	Sole	2026-07-15
2026-03-31	$1,474,413	4,483	-11.4%	Shares	Sole	2026-04-27
2025-12-31	$1,741,490	5,061	-11.6%	Shares	Sole	2026-01-23
2025-09-30	$2,320,117	5,726	+11.5%	Shares	Sole	2025-10-17
2025-06-30	$1,882,696	5,135	+21.2%	Shares	Sole	2025-07-31
2025-03-31	$1,552,451	4,236	-0.7%	Shares	Sole	2025-04-28
2024-12-31	$1,659,431	4,266	+4.0%	Shares	Sole	2025-01-24
2024-09-30	$1,661,320	4,100	+0.6%	Shares	Sole	2024-10-30
2024-06-30	$1,403,122	4,076	+0.7%	Shares	Sole	2024-07-12
2024-03-31	$1,552,045	4,046	-6.2%	Shares	Sole	2024-05-14
2023-12-31	$1,495,016	4,314	+7.9%	Shares	Sole	2024-05-14
2023-09-30	$1,208,337	3,999	-15.8%	Shares	Sole	2023-11-14
2023-06-30	$1,474,918	4,748	-0.8%	Shares	Sole	2023-07-12
2023-03-31	$1,412,739	4,787	+1.8%	Shares	Sole	2023-04-24
2022-12-31	$1,485,173	4,702	-2.2%	Shares	Sole	2023-01-19
2022-09-30	$1,326,995	4,809	+20.6%	Shares	Sole	2022-10-24
2022-06-30	$1,093,240	3,986	—	Shares	Sole	2022-08-12
No filing history on record for this holder in this stock.