Position in HD
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,159,812
+$134,508 QoQ
Shares Held
6,124
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.83%
of 13F equity value
Holder Rank
#1,726
of 4,083 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, 2026Jacksonville Wealth Management, LLC holds $2,654,591 across 2 Home Improvement Retail names. HD ranks #1 (81.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
6,124 | $2,159,812 | |
| 2 | LOW |
Lowes Companies Inc
|
2,244 | $494,779 |
All Filings in HD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,159,812 | 6,124 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,025,304 | 6,158 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,123,097 | 6,170 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,570,120 | 6,343 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,348,695 | 6,406 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,135,170 | 5,826 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,978,014 | 5,085 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||