Position in HD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$287,081
+$20,352 QoQ
Shares Held
814
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#3,531
of 4,079 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, 2026PARTNERS WEALTH MANAGEMENT, LLC holds $596,428 across 2 Home Improvement Retail names. HD ranks #2 (48.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
1,403 | $309,347 | |
| 2 | HD |
Home Depot, Inc.
This page
|
814 | $287,081 |
All Filings in HD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $287,081 | 814 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $266,729 | 811 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $279,065 | 811 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $338,738 | 836 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $308,344 | 841 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $308,218 | 841 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $327,140 | 841 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||