Position in HD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,741,533
+$204,302 QoQ
Shares Held
4,938
+5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#1,893
of 4,083 holders
Holding Since
Dec 2023
11 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, 2026MIDLAND WEALTH ADVISORS, LLC holds $2,351,187 across 2 Home Improvement Retail names. HD ranks #1 (74.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
4,938 | $1,741,533 | |
| 2 | LOW |
Lowes Companies Inc
|
2,765 | $609,654 |
All Filings in HD
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,741,533 | 4,938 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,537,231 | 4,674 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,631,722 | 4,742 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,237,459 | 5,522 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,985,722 | 5,416 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,057,108 | 5,613 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,279,481 | 5,860 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $5,751,814 | 14,195 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $5,346,735 | 15,532 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $5,733,285 | 14,946 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,237,756 | 15,114 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||