Position in HD
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$448,256
-$43,763 QoQ
Shares Held
1,271
-15.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#3,122
of 4,086 holders
Holding Since
Dec 2025
3 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, 2026Lynch Investment Planning, LLC holds $735,113 across 2 Home Improvement Retail names. HD ranks #1 (61.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
1,271 | $448,256 | |
| 2 | LOW |
Lowes Companies Inc
|
1,301 | $286,857 |
All Filings in HD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $448,256 | 1,271 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $492,019 | 1,496 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $560,538 | 1,629 | Shares | Sole | 2026-02-24 | |
| No filing history on record for this holder in this stock. | ||||||