Position in HD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,517,630
+$336,278 QoQ
Shares Held
9,974
+3.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#1,376
of 4,083 holders
Holding Since
Dec 2022
15 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, 2026LMG Wealth Partners, LLC holds $8,747,432 across 2 Home Improvement Retail names. HD ranks #2 (40.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
23,719 | $5,229,802 | |
| 2 | HD |
Home Depot, Inc.
This page
|
9,974 | $3,517,630 |
All Filings in HD
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,517,630 | 9,974 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,181,352 | 9,673 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $3,035,994 | 8,823 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $919,376 | 2,269 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $831,539 | 2,268 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $830,832 | 2,267 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $881,451 | 2,266 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $692,892 | 1,710 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $588,306 | 1,709 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $644,448 | 1,680 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $596,759 | 1,722 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $520,319 | 1,722 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $534,922 | 1,722 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $508,196 | 1,722 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $536,646 | 1,699 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||