Mowery & Schoenfeld Wealth Management, LLC
Position in HD — Home Depot, Inc.
CIK 2019946
LINCOLNSHIRE, IL
Position in HD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$169,286
+$11,419 QoQ
Shares Held
480
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#3,888
of 4,083 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Mowery & Schoenfeld Wealth Management, LLC holds $560,655 across 2 Home Improvement Retail names. HD ranks #2 (30.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
1,775 | $391,369 | |
| 2 | HD |
Home Depot, Inc.
This page
|
480 | $169,286 |
All Filings in HD
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $169,286 | 480 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $157,867 | 480 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $214,374 | 623 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $194,491 | 480 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $196,885 | 537 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $202,668 | 553 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $208,109 | 535 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $31,605 | 78 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $26,850 | 78 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $383 | 1 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $346 | 1 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||