Position in HD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$385,831
-$7,192 QoQ
Shares Held
1,094
-8.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#3,266
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, 2026Private Wealth Management Group, LLC holds $477,113 across 2 Home Improvement Retail names. HD ranks #1 (80.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
1,094 | $385,831 | |
| 2 | LOW |
Lowes Companies Inc
|
414 | $91,282 |
All Filings in HD
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $385,831 | 1,094 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $393,023 | 1,195 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $417,049 | 1,212 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $494,331 | 1,220 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $447,667 | 1,221 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $440,887 | 1,203 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $428,277 | 1,101 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $446,125 | 1,101 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $377,975 | 1,098 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $432,700 | 1,128 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $374,274 | 1,080 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||