Position in HD
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$128,924
-$5,963 QoQ
Shares Held
392
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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 Mar 31, 2026Cherry Tree Wealth Management, LLC holds $150,189 across 2 Home Improvement Retail names. HD ranks #1 (85.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
392 | $128,924 | |
| 2 | LOW |
Lowes Companies Inc
|
90 | $21,265 |
All Filings in HD
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $128,924 | 392 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $134,887 | 392 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $167,343 | 413 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $334,375 | 912 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $343,401 | 937 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $364,483 | 937 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $380,077 | 938 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $322,897 | 938 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $352,144 | 918 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $318,826 | 920 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $277,987 | 920 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $285,788 | 920 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||