WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
Position in HD — Home Depot, Inc.
CIK 771118
BERMUDA RUN, NC
Position in HD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,940,293
-$2,285,769 QoQ
Shares Held
8,337
-47.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.38%
of 13F equity value
Holder Rank
#1,503
of 4,098 holders
Holding Since
Mar 2020
26 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, 2026WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV holds $4,325,190 across 2 Home Improvement Retail names. HD ranks #1 (68.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
8,337 | $2,940,293 | |
| 2 | LOW |
Lowes Companies Inc
|
6,281 | $1,384,897 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,940,293 | 8,337 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $5,226,062 | 15,890 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $4,614,381 | 13,410 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $4,677,918 | 11,545 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $3,722,129 | 10,152 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $3,693,119 | 10,077 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,653,394 | 9,392 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $3,640,722 | 8,985 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $2,970,102 | 8,628 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $3,030,823 | 7,901 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,907,207 | 8,389 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $2,468,345 | 8,169 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,605,337 | 8,387 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,366,272 | 8,018 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,450,757 | 7,759 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,945,101 | 7,049 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,766,573 | 6,441 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,299,752 | 7,683 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $3,193,501 | 7,695 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,580,123 | 7,860 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,118,705 | 6,644 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $2,012,513 | 6,593 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,754,154 | 6,604 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $1,815,390 | 6,537 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $1,651,111 | 6,591 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $1,093,000 | 5,854 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||