Position in HD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$11,686,404
+$884,999 QoQ
Shares Held
33,136
+0.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#726
of 4,083 holders
Holding Since
Mar 2020
26 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, 2026BEESE FULMER INVESTMENT MANAGEMENT, INC. holds $19,479,402 across 2 Home Improvement Retail names. HD ranks #1 (60.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
33,136 | $11,686,404 | |
| 2 | LOW |
Lowes Companies Inc
|
35,344 | $7,792,998 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,686,404 | 33,136 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $10,801,405 | 32,842 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $11,265,489 | 32,739 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $12,969,726 | 32,009 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $11,703,515 | 31,921 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $11,217,892 | 30,609 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $11,811,681 | 30,365 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $12,591,995 | 31,076 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $10,815,676 | 31,419 | Shares | Sole | 2024-07-03 | |
| 2024-03-31 | $12,459,328 | 32,480 | Shares | Sole | 2024-04-08 | |
| 2023-12-31 | $11,059,796 | 31,914 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $9,553,997 | 31,619 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $9,821,504 | 31,617 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $9,439,413 | 31,985 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $9,938,219 | 31,464 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $8,547,241 | 30,975 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $8,229,745 | 30,006 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $9,238,820 | 30,865 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $12,860,744 | 30,989 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $9,926,910 | 30,241 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $9,397,050 | 29,468 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $8,960,919 | 29,356 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $7,368,830 | 27,742 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $7,620,917 | 27,442 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $7,080,665 | 28,265 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $5,388,263 | 28,859 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||