Position in HD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,866,029
+$38,059 QoQ
Shares Held
5,291
-4.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#1,849
of 4,086 holders
Holding Since
Jun 2020
25 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, 2026Summit Wealth Partners, LLC holds $2,071,746 across 2 Home Improvement Retail names. HD ranks #1 (90.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
5,291 | $1,866,029 | |
| 2 | LOW |
Lowes Companies Inc
|
933 | $205,717 |
All Filings in HD
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,866,029 | 5,291 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,827,970 | 5,558 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $607,680 | 1,766 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $715,565 | 1,766 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $647,486 | 1,766 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $647,221 | 1,766 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $675,286 | 1,736 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $601,722 | 1,485 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $518,425 | 1,506 | Shares | Sole | 2024-09-11 | |
| 2024-03-31 | $577,701 | 1,506 | Shares | Sole | 2024-09-11 | |
| 2023-12-31 | $529,181 | 1,527 | Shares | Sole | 2024-09-11 | |
| 2023-09-30 | $456,865 | 1,512 | Shares | Sole | 2024-09-11 | |
| 2023-06-30 | $469,687 | 1,512 | Shares | Sole | 2024-09-11 | |
| 2023-03-31 | $459,206 | 1,556 | Shares | Sole | 2024-09-11 | |
| 2022-12-31 | $435,255 | 1,378 | Shares | Sole | 2024-09-11 | |
| 2022-09-30 | $386,867 | 1,402 | Shares | Sole | 2024-09-11 | |
| 2022-06-30 | $367,247 | 1,339 | Shares | Sole | 2024-09-11 | |
| 2022-03-31 | $310,704 | 1,038 | Shares | Sole | 2024-09-11 | |
| 2021-12-31 | $430,780 | 1,038 | Shares | Sole | 2024-09-10 | |
| 2021-09-30 | $336,138 | 1,024 | Shares | Sole | 2024-09-10 | |
| 2021-06-30 | $326,543 | 1,024 | Shares | Sole | 2024-09-10 | |
| 2021-03-31 | $312,576 | 1,024 | Shares | Sole | 2024-09-10 | |
| 2020-12-31 | $273,588 | 1,030 | Shares | Sole | 2024-09-10 | |
| 2020-09-30 | $286,041 | 1,030 | Shares | Sole | 2024-09-10 | |
| 2020-06-30 | $270,550 | 1,080 | Shares | Sole | 2024-09-10 | |
| No filing history on record for this holder in this stock. | ||||||