Position in HD
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,268,085
+$431,893 QoQ
Shares Held
6,431
+15.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.33%
of 13F equity value
Holder Rank
#1,675
of 4,079 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)
Derivatives in HD
reported options exposure · as of Jun 30, 2023CallValue
$0
CallShares
0
PutValue
$3,275,388
PutShares
10,544
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026IAMS WEALTH MANAGEMENT, LLC holds $3,259,408 across 2 Home Improvement Retail names. HD ranks #1 (69.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
6,431 | $2,268,085 | |
| 2 | LOW |
Lowes Companies Inc
|
4,496 | $991,323 |
All Filings in HD
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,268,085 | 6,431 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,836,192 | 5,583 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,256,263 | 6,557 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,257,313 | 5,571 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $2,088,014 | 5,695 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $2,246,217 | 6,129 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $2,051,144 | 5,273 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,077,055 | 5,126 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $1,753,902 | 5,095 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,680,168 | 4,380 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,695,669 | 4,893 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,686,052 | 5,580 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $3,275,388 | 10,544 | Put | Sole | 2023-10-30 | |
| 2023-03-31 | $1,431,922 | 4,852 | Shares | Sole | 2023-10-30 | |
| 2022-12-31 | $1,219,219 | 3,860 | Shares | Sole | 2023-10-27 | |
| No filing history on record for this holder in this stock. | ||||||