Position in HD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$951,177
+$101,655 QoQ
Shares Held
2,697
+4.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#2,408
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, 2026Goldenstone Wealth Management LLC holds $1,357,540 across 2 Home Improvement Retail names. HD ranks #1 (70.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
2,697 | $951,177 | |
| 2 | LOW |
Lowes Companies Inc
|
1,843 | $406,363 |
All Filings in HD
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $951,177 | 2,697 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $849,522 | 2,583 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $878,487 | 2,553 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||