Position in HD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$526,198
+$14,117 QoQ
Shares Held
1,492
-4.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#2,956
of 4,083 holders
Holding Since
Mar 2025
6 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, 2026Wills Financial Group LLC holds $901,031 across 2 Home Improvement Retail names. HD ranks #1 (58.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
1,492 | $526,198 | |
| 2 | LOW |
Lowes Companies Inc
|
1,700 | $374,833 |
All Filings in HD
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $526,198 | 1,492 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $512,081 | 1,557 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $560,883 | 1,630 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $676,262 | 1,669 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $600,556 | 1,638 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $619,001 | 1,689 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||