Position in HD
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$872,530
+$48,332 QoQ
Shares Held
2,474
-1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.04%
of 13F equity value
Holder Rank
#2,486
of 4,083 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026VSM Wealth Advisory, LLC holds $1,013,202 across 2 Home Improvement Retail names. HD ranks #1 (86.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
2,474 | $872,530 | |
| 2 | LOW |
Lowes Companies Inc
|
638 | $140,672 |
All Filings in HD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $872,530 | 2,474 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $824,198 | 2,506 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $869,884 | 2,528 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,034,450 | 2,553 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $944,464 | 2,576 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $938,947 | 2,562 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $995,814 | 2,560 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||