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BWM Planning, LLC

SEC CIK
0002039698
Latest filing
Jul 23, 2026

HD holding history

Home Depot, Inc. in every 13F filed by BWM Planning, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HD overviewAll 13F holders of HDFull Q2 2026 holdings

Shares (Q2 2026)
4,562
Value
$1.61M
% of portfolio
0.4%
Quarters held
8
Since Q3 2024
Holdings of HD by BWM Planning, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,562$1.61M0.4%+377+9.0%AddedHolders
Q1 20264,185$1.38M0.4%+29+0.7%AddedHolders
Q4 20254,156$1.43M0.4%−26−0.6%ReducedHolders
Q3 20254,182$1.69M0.5%+77+1.9%AddedHolders
Q2 20254,105$1.50M0.5%+27+0.7%AddedHolders
Q1 20254,078$1.49M0.6%+14+0.3%AddedHolders
Q4 20244,064$1.58M0.7%00.0%UnchangedHolders
Q3 20244,064$1.65M0.7%–No prior filingHolders