Position in HD
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$4,257,552
+$398,029 QoQ
Shares Held
12,072
+2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,257
of 4,083 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026VALLEY WEALTH MANAGERS, INC. holds $4,343,543 across 2 Home Improvement Retail names. HD ranks #1 (98.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
12,072 | $4,257,552 | |
| 2 | LOW |
Lowes Companies Inc
|
390 | $85,991 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,257,552 | 12,072 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $3,859,523 | 11,735 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $3,945,794 | 11,467 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $4,489,099 | 11,079 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $3,964,844 | 10,814 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $3,833,850 | 10,461 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $4,144,687 | 10,655 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $4,838,087 | 11,940 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $4,280,968 | 12,436 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $5,091,522 | 13,273 | Shares | Defined | 2024-05-03 | |
| 2023-12-31 | $4,982,002 | 14,376 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $4,534,212 | 15,006 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $4,794,727 | 15,435 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $4,788,026 | 16,224 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $4,664,619 | 14,768 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $4,104,607 | 14,875 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $4,268,189 | 15,562 | Shares | Defined | 2022-11-16 | |
| 2022-03-31 | $4,568,374 | 15,262 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $6,230,545 | 15,013 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $5,157,292 | 15,711 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $5,025,387 | 15,759 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $4,641,631 | 15,206 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $3,846,974 | 14,483 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $4,063,730 | 14,633 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $4,137,172 | 16,515 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $3,389,720 | 18,155 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||