Position in HD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,414,447
-$70,645 QoQ
Shares Held
6,846
-9.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,628
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, 2026MIDDLETON & CO INC/MA holds $4,063,050 across 2 Home Improvement Retail names. HD ranks #1 (59.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
6,846 | $2,414,447 | |
| 2 | LOW |
Lowes Companies Inc
|
7,477 | $1,648,603 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,414,447 | 6,846 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,485,092 | 7,556 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,672,624 | 7,767 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,458,701 | 8,536 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,250,996 | 8,867 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $3,464,063 | 9,452 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,956,417 | 10,171 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $4,491,236 | 11,084 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $4,107,815 | 11,933 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,287,926 | 13,785 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,873,532 | 14,063 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,473,176 | 14,804 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $4,611,450 | 14,845 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $4,432,702 | 15,020 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $4,775,803 | 15,120 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $4,185,181 | 15,167 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $6,258,018 | 22,817 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $7,164,762 | 23,936 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $9,948,204 | 23,971 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $7,924,852 | 24,142 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $7,890,614 | 24,744 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $8,807,988 | 28,855 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $7,722,370 | 29,073 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $8,164,118 | 29,398 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $7,346,456 | 29,326 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $5,482,925 | 29,366 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||