Position in HD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$761,788
+$45,466 QoQ
Shares Held
2,160
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#2,621
of 4,079 holders
Holding Since
Mar 2020
26 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, 2026Wealth Management Associates, Inc. holds $1,192,184 across 2 Home Improvement Retail names. HD ranks #1 (63.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
2,160 | $761,788 | |
| 2 | LOW |
Lowes Companies Inc
|
1,952 | $430,396 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $761,788 | 2,160 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $716,322 | 2,178 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $751,514 | 2,184 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $910,056 | 2,246 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $867,836 | 2,367 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $867,481 | 2,367 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $928,908 | 2,388 | Shares | Sole | 2025-05-28 | |
| 2024-09-30 | $973,695 | 2,403 | Shares | Sole | 2025-05-28 | |
| 2024-06-30 | $851,305 | 2,473 | Shares | Sole | 2025-05-28 | |
| 2024-03-31 | $948,642 | 2,473 | Shares | Sole | 2025-05-28 | |
| 2023-12-31 | $911,426 | 2,630 | Shares | Sole | 2025-05-28 | |
| 2023-09-30 | $798,306 | 2,642 | Shares | Sole | 2025-05-28 | |
| 2023-06-30 | $784,055 | 2,524 | Shares | Sole | 2025-05-28 | |
| 2023-03-31 | $759,048 | 2,572 | Shares | Sole | 2025-05-28 | |
| 2022-12-31 | $812,391 | 2,572 | Shares | Sole | 2025-05-28 | |
| 2022-09-30 | $516,283 | 1,871 | Shares | Sole | 2025-05-28 | |
| 2022-06-30 | $531,535 | 1,938 | Shares | Sole | 2025-05-28 | |
| 2022-03-31 | $544,481 | 1,819 | Shares | Sole | 2025-05-28 | |
| 2021-12-31 | $713,402 | 1,719 | Shares | Sole | 2025-05-28 | |
| 2021-09-30 | $534,079 | 1,627 | Shares | Sole | 2025-05-28 | |
| 2021-06-30 | $518,834 | 1,627 | Shares | Sole | 2025-05-28 | |
| 2021-03-31 | $249,389 | 817 | Shares | Sole | 2025-05-28 | |
| 2020-12-31 | $237,198 | 893 | Shares | Sole | 2025-05-28 | |
| 2020-09-30 | $791,195 | 2,849 | Shares | Sole | 2025-05-28 | |
| 2020-06-30 | $711,197 | 2,839 | Shares | Sole | 2025-05-28 | |
| 2020-03-31 | $490,113 | 2,625 | Shares | Sole | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||