Position in HD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$8,379,676
+$293,258 QoQ
Shares Held
23,760
-3.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#870
of 4,083 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, 2026WENDELL DAVID ASSOCIATES INC holds $12,631,164 across 2 Home Improvement Retail names. HD ranks #1 (66.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
23,760 | $8,379,676 | |
| 2 | LOW |
Lowes Companies Inc
|
19,282 | $4,251,488 |
All Filings in HD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,379,676 | 23,760 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $8,086,418 | 24,587 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $8,738,419 | 25,395 | Shares | Other | 2026-01-30 | |
| 2025-09-30 | $10,541,017 | 26,015 | Shares | Other | 2025-10-30 | |
| 2025-06-30 | $9,546,205 | 26,037 | Shares | Other | 2025-07-29 | |
| 2025-03-31 | $10,251,824 | 27,973 | Shares | Other | 2025-04-18 | |
| 2024-12-31 | $10,927,896 | 28,093 | Shares | Other | 2025-01-17 | |
| 2024-09-30 | $11,604,117 | 28,638 | Shares | Other | 2024-10-21 | |
| 2024-06-30 | $10,152,670 | 29,493 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $11,284,744 | 29,418 | Shares | Other | 2024-04-22 | |
| 2023-12-31 | $10,212,828 | 29,470 | Shares | Other | 2024-01-22 | |
| 2023-09-30 | $8,905,561 | 29,473 | Shares | Other | 2023-10-20 | |
| 2023-06-30 | $8,935,870 | 28,766 | Shares | Other | 2023-07-20 | |
| 2023-03-31 | $8,482,634 | 28,743 | Shares | Other | 2023-04-19 | |
| 2022-12-31 | $9,092,977 | 28,788 | Shares | Other | 2023-01-17 | |
| 2022-09-30 | $7,965,835 | 28,868 | Shares | Other | 2022-10-18 | |
| 2022-06-30 | $7,924,208 | 28,892 | Shares | Other | 2022-07-14 | |
| 2022-03-31 | $8,587,777 | 28,690 | Shares | Other | 2022-04-22 | |
| 2021-12-31 | $12,159,793 | 29,300 | Shares | Other | 2022-01-24 | |
| 2021-09-30 | $9,469,316 | 28,847 | Shares | Other | 2021-10-19 | |
| 2021-06-30 | $9,167,130 | 28,747 | Shares | Other | 2021-07-19 | |
| 2021-03-31 | $8,750,296 | 28,666 | Shares | Other | 2021-04-20 | |
| 2020-12-31 | $7,148,099 | 26,911 | Shares | Other | 2021-01-22 | |
| 2020-09-30 | $7,364,591 | 26,519 | Shares | Other | 2020-10-20 | |
| 2020-06-30 | $7,123,502 | 28,436 | Shares | Other | 2020-07-17 | |
| 2020-03-31 | $5,318,621 | 28,486 | Shares | Other | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||