Position in HD
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$13,328,482
+$1,385,500 QoQ
Shares Held
37,792
+4.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.47%
of 13F equity value
Holder Rank
#672
of 4,083 holders
Holding Since
Sep 2023
12 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, 2026JAMISON PRIVATE WEALTH MANAGEMENT, INC. holds $13,918,954 across 2 Home Improvement Retail names. HD ranks #1 (95.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
37,792 | $13,328,482 | |
| 2 | LOW |
Lowes Companies Inc
|
2,678 | $590,472 |
All Filings in HD
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,328,482 | 37,792 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $11,942,982 | 36,313 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $12,342,522 | 35,869 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $14,265,524 | 35,207 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $12,595,183 | 34,353 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $12,605,423 | 34,395 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $13,364,918 | 34,358 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $13,730,202 | 33,885 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $11,376,787 | 33,049 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $12,620,823 | 32,901 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $11,184,208 | 32,273 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $9,790,286 | 32,401 | Shares | Sole | 2024-01-05 | |
| No filing history on record for this holder in this stock. | ||||||