Position in HD
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$683,141
+$164,811 QoQ
Shares Held
1,937
+22.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,723
of 4,083 holders
Holding Since
Mar 2023
10 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, 2026Buck Wealth Strategies, LLC holds $747,083 across 2 Home Improvement Retail names. HD ranks #1 (91.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
1,937 | $683,141 | |
| 2 | LOW |
Lowes Companies Inc
|
290 | $63,942 |
All Filings in HD
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $683,141 | 1,937 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $518,330 | 1,576 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $696,458 | 2,024 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $786,878 | 1,942 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $725,580 | 1,979 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $625,231 | 1,706 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $501,797 | 1,290 | Shares | Sole | 2025-01-27 | |
| 2023-09-30 | $37,165 | 123 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $38,208 | 123 | Shares | Sole | 2023-11-06 | |
| 2023-03-31 | $36,299 | 123 | Shares | Sole | 2023-11-06 | |
| No filing history on record for this holder in this stock. | ||||||