Position in HD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,778,260
+$228,880 QoQ
Shares Held
10,713
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#1,331
of 4,083 holders
Holding Since
Dec 2023
11 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 Jun 30, 2026Philip James Wealth Mangement, LLC holds $6,660,725 across 2 Home Improvement Retail names. HD ranks #1 (56.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
10,713 | $3,778,260 | |
| 2 | LOW |
Lowes Companies Inc
|
13,073 | $2,882,465 |
All Filings in HD
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,778,260 | 10,713 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,549,380 | 10,792 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $3,997,065 | 11,616 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $4,743,559 | 11,707 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $4,354,949 | 11,878 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $4,476,308 | 12,214 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $4,860,819 | 12,496 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $5,656,592 | 13,960 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $260,245 | 756 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $266,602 | 695 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $239,466 | 691 | Shares | Sole | 2024-01-29 | |
| No filing history on record for this holder in this stock. | ||||||