Position in HD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,363,812
-$46,797 QoQ
Shares Held
3,867
-9.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#2,086
of 4,083 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Lodestone Wealth Management LLC holds $1,388,727 across 2 Home Improvement Retail names. HD ranks #1 (98.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
3,867 | $1,363,812 | |
| 2 | LOW |
Lowes Companies Inc
|
113 | $24,915 |
All Filings in HD
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,363,812 | 3,867 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,410,609 | 4,289 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,475,500 | 4,288 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,746,773 | 4,311 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,575,818 | 4,298 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,590,932 | 4,341 | Shares | Other | 2025-04-28 | |
| 2024-12-31 | $1,964,009 | 5,049 | Shares | Other | 2025-01-30 | |
| 2024-09-30 | $1,969,676 | 4,861 | Shares | Other | 2024-10-29 | |
| 2024-06-30 | $1,676,103 | 4,869 | Shares | Other | 2024-07-16 | |
| 2024-03-31 | $1,867,747 | 4,869 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,698,094 | 4,900 | Shares | Other | 2024-01-25 | |
| 2023-09-30 | $1,474,842 | 4,881 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,553,510 | 5,001 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,262,523 | 4,278 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,372,095 | 4,344 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||