Position in HD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$233,474
+$206,834 QoQ
Shares Held
662
+717.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#3,729
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, 2026MPWM ADVISORY SOLUTIONS, LLC holds $241,632 across 2 Home Improvement Retail names. HD ranks #1 (96.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
662 | $233,474 | |
| 2 | LOW |
Lowes Companies Inc
|
37 | $8,158 |
All Filings in HD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,474 | 662 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $26,640 | 81 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $27,528 | 80 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $12,155 | 30 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $27,498 | 75 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $84,659 | 231 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $85,577 | 220 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||