Position in HD
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$521,613
-$368,363 QoQ
Shares Held
1,479
-45.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#2,967
of 4,086 holders
Holding Since
Jun 2025
5 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, 2026BCS Private Wealth Management, Inc. holds $903,942 across 2 Home Improvement Retail names. HD ranks #1 (57.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
1,479 | $521,613 | |
| 2 | LOW |
Lowes Companies Inc
|
1,734 | $382,329 |
All Filings in HD
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $521,613 | 1,479 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $889,976 | 2,706 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $526,128 | 1,529 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,038,501 | 2,563 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $908,533 | 2,478 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||