Position in HD
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,218,709
+$62,507 QoQ
Shares Held
6,291
-4.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,703
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, 2026Beaumont Financial Advisors, LLC holds $2,748,325 across 2 Home Improvement Retail names. HD ranks #1 (80.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
6,291 | $2,218,709 | |
| 2 | LOW |
Lowes Companies Inc
|
2,402 | $529,616 |
All Filings in HD
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,218,709 | 6,291 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,156,202 | 6,556 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,327,836 | 6,765 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $4,392,259 | 10,840 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $4,025,340 | 10,979 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $4,135,473 | 11,284 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $4,478,052 | 11,512 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $4,590,916 | 11,330 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $3,936,384 | 11,435 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $4,439,019 | 11,572 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,939,233 | 11,367 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $3,415,918 | 11,305 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $3,438,474 | 11,069 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $3,262,846 | 11,056 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $3,506,046 | 11,100 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||