Position in HD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$11,397,206
+$190,280 QoQ
Shares Held
32,316
-5.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#737
of 4,083 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $117,016,325 across 2 Home Improvement Retail names. HD ranks #2 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
479,020 | $105,619,119 | |
| 2 | HD |
Home Depot, Inc.
This page
|
32,316 | $11,397,206 |
All Filings in HD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,397,206 | 32,316 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $11,206,926 | 34,075 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $12,416,160 | 36,083 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $14,747,700 | 36,397 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $13,060,083 | 35,621 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $12,992,803 | 35,452 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $14,267,764 | 36,679 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $14,947,422 | 36,889 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $13,018,468 | 37,818 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $14,022,498 | 36,555 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $12,607,142 | 36,379 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $10,736,953 | 35,534 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $11,042,009 | 35,546 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $8,263,360 | 28,000 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $9,148,884 | 28,965 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $8,000,328 | 28,993 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $8,006,764 | 29,193 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $8,730,558 | 29,167 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $12,503,836 | 30,129 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $9,864,213 | 30,050 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $9,450,942 | 29,637 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $9,079,356 | 29,744 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $8,142,315 | 30,654 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $8,684,824 | 31,273 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $7,808,146 | 31,169 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $5,742,452 | 30,756 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||