Position in HD
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$456,367
-$91,234 QoQ
Shares Held
1,294
-22.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#3,091
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, 2026LJI Wealth Management, LLC holds $681,266 across 2 Home Improvement Retail names. HD ranks #1 (67.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
1,294 | $456,367 | |
| 2 | LOW |
Lowes Companies Inc
|
1,020 | $224,899 |
All Filings in HD
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $456,367 | 1,294 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $547,601 | 1,665 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $565,012 | 1,642 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $649,519 | 1,603 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $598,356 | 1,632 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $613,504 | 1,674 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $656,615 | 1,688 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $675,468 | 1,667 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $564,209 | 1,639 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $628,720 | 1,639 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $564,529 | 1,629 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $485,571 | 1,607 | Shares | Sole | 2024-02-02 | |
| 2023-06-30 | $476,211 | 1,533 | Shares | Sole | 2024-02-02 | |
| 2023-03-31 | $481,930 | 1,633 | Shares | Sole | 2024-02-02 | |
| 2022-12-31 | $515,799 | 1,633 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||