Position in HD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$446,492
+$152,465 QoQ
Shares Held
1,266
+41.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#3,123
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, 2026BXM Wealth LLC holds $1,147,870 across 2 Home Improvement Retail names. HD ranks #2 (38.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
3,181 | $701,378 | |
| 2 | HD |
Home Depot, Inc.
This page
|
1,266 | $446,492 |
All Filings in HD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $446,492 | 1,266 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $294,027 | 894 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $306,264 | 6,052 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $456,243 | 1,126 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $256,281 | 699 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $444,185 | 1,212 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $475,345 | 1,222 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||