Position in HD
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$403,465
+$30,175 QoQ
Shares Held
1,144
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#3,220
of 4,083 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, 2026Legacy Wealth Management, LLC / MS holds $2,096,166 across 2 Home Improvement Retail names. HD ranks #2 (19.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
7,677 | $1,692,701 | |
| 2 | HD |
Home Depot, Inc.
This page
|
1,144 | $403,465 |
All Filings in HD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $403,465 | 1,144 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $373,290 | 1,135 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $388,144 | 1,128 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $287,279 | 709 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $320,076 | 873 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $340,469 | 929 | Shares | Sole | 2025-04-03 | |
| 2024-12-31 | $511,910 | 1,316 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $521,897 | 1,288 | Shares | Sole | 2024-12-12 | |
| 2024-06-30 | $310,160 | 901 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $345,623 | 901 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $312,241 | 901 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $282,821 | 936 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $334,248 | 1,076 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $322,861 | 1,094 | Shares | Sole | 2024-12-12 | |
| 2022-12-31 | $345,550 | 1,094 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $301,878 | 1,094 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $300,051 | 1,094 | Shares | Sole | 2024-12-12 | |
| 2022-03-31 | $327,467 | 1,094 | Shares | Sole | 2024-12-12 | |
| 2021-12-31 | $454,020 | 1,094 | Shares | Sole | 2024-12-12 | |
| 2021-09-30 | $412,622 | 1,257 | Shares | Sole | 2024-12-12 | |
| 2021-06-30 | $400,844 | 1,257 | Shares | Sole | 2024-12-12 | |
| 2021-03-31 | $353,174 | 1,157 | Shares | Sole | 2024-12-12 | |
| 2020-12-31 | $262,166 | 987 | Shares | Sole | 2024-12-12 | |
| 2020-09-30 | $329,641 | 1,187 | Shares | Sole | 2024-12-12 | |
| 2020-06-30 | $289,088 | 1,154 | Shares | Sole | 2024-12-12 | |
| No filing history on record for this holder in this stock. | ||||||