Marshall & Sterling Wealth Advisors Inc.
Position in HD — Home Depot, Inc.
CIK 2056315
POUGHKEEPSIE, NY
Position in HD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$645,051
+$155,005 QoQ
Shares Held
1,829
+22.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.01%
of 13F equity value
Holder Rank
#2,779
of 4,086 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, 2026Marshall & Sterling Wealth Advisors Inc. holds $772,494 across 2 Home Improvement Retail names. HD ranks #1 (83.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
1,829 | $645,051 | |
| 2 | LOW |
Lowes Companies Inc
|
578 | $127,443 |
All Filings in HD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $645,051 | 1,829 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $490,046 | 1,490 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $535,763 | 1,557 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $680,299 | 1,679 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $657,002 | 1,792 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $659,663 | 1,800 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $650,391 | 1,672 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||