Position in HD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$641,172
+$96,860 QoQ
Shares Held
1,818
+9.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#2,779
of 4,083 holders
Holding Since
Dec 2025
3 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, 2026Wilkerson Advisory Group LLC holds $691,884 across 2 Home Improvement Retail names. HD ranks #1 (92.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
1,818 | $641,172 | |
| 2 | LOW |
Lowes Companies Inc
|
230 | $50,712 |
All Filings in HD
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $641,172 | 1,818 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $544,312 | 1,655 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $527,505 | 1,533 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||