JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
PensionPosition in HD — Home Depot, Inc.
CIK 2122180
AMMON, ID
Position in HD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$737,453
+$13,896 QoQ
Shares Held
2,091
-5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#2,650
of 4,083 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, 2026JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC holds $1,143,595 across 2 Home Improvement Retail names. HD ranks #1 (64.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
2,091 | $737,453 | |
| 2 | LOW |
Lowes Companies Inc
|
1,842 | $406,142 |
All Filings in HD
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $737,453 | 2,091 | Shares | Other | 2026-07-24 | |
| 2026-03-31 | $723,557 | 2,200 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $3,041,843 | 8,840 | Shares | Other | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||