Position in HD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$167,875
+$29,084 QoQ
Shares Held
476
+12.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#3,888
of 4,079 holders
Holding Since
Dec 2024
7 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, 2026IMG Wealth Management, Inc. holds $391,672 across 2 Home Improvement Retail names. HD ranks #2 (42.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
1,015 | $223,797 | |
| 2 | HD |
Home Depot, Inc.
This page
|
476 | $167,875 |
All Filings in HD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $167,875 | 476 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $138,791 | 422 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $165,168 | 480 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $176,662 | 436 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $159,855 | 436 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $143,297 | 391 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $152,095 | 391 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||