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Anchor Investment Management’s Pultegroup PHM Stock Holding History

Anchor Investment Management’s Portfolio PHM Stock Details PHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$629K Sell
5,347
-184
-3% -$23.6K 0.05% 246
2025
Q4 		$649K Hold
5,531
– – 0.05% 245
2025
Q3 		$731K Hold
5,531
– – 0.06% 230
2025
Q2 		$583K Sell
5,531
-443
-7% -$44.6K 0.05% 242
2025
Q1 		$614K Hold
5,974
– – 0.06% 234
2024
Q4 		$651K Sell
5,974
-400
-6% -$51.9K 0.06% 226
2024
Q3 		$915K Sell
6,374
-142
-2% -$18.1K 0.09% 192
2024
Q2 		$717K Sell
6,516
-50
-0.8% -$5.68K 0.07% 201
2024
Q1 		$792K Sell
6,566
-185
-3% -$19.8K 0.08% 200
2023
Q4 		$697K Hold
6,751
– – 0.08% 202
2023
Q3 		$500K Sell
6,751
-100
-1% -$7.97K 0.07% 226
2023
Q2 		$532K Sell
6,851
-92
-1% -$6.24K 0.07% 225
2023
Q1 		$405K Hold
6,943
– – 0.06% 253
2022
Q4 		$316K Hold
6,943
– – 0.05% 274
2022
Q3 		$260K Hold
6,943
– – 0.04% 291
2022
Q2 		$275K Sell
6,943
-434
-6% -$18.3K 0.04% 304
2022
Q1 		$309K Hold
7,377
– – 0.04% 312
2021
Q4 		$422K Sell
7,377
-310
-4% -$15.9K 0.05% 272
2021
Q3 		$353K Sell
7,687
-620
-7% -$32.2K 0.05% 278
2021
Q2 		$453K Buy
8,307
+964
+13% +$53.9K 0.06% 246
2021
Q1 		$385K Hold
7,343
– – 0.06% 245
2020
Q4 		$317K Hold
7,343
– – 0.06% 228
2020
Q3 		$340K Hold
7,343
– – 0.07% 204
2020
Q2 		$250K Sell
7,343
-63
-0.9% -$1.89K 0.06% 227
2020
Q1 		$165K Buy
7,406
+958
+15% +$37K 0.04% 277
2019
Q4 		$250K Hold
6,448
– – 0.05% 259
2019
Q3 		$236K Sell
6,448
-106
-2% -$3.53K 0.05% 262
2019
Q2 		$207K Sell
6,554
-125
-2% -$3.9K 0.05% 291
2019
Q1 		$187K Sell
6,679
-4,325
-39% -$118K 0.05% 298
2018
Q4 		$286K Sell
11,004
-500
-4% -$12.4K 0.08% 214
2018
Q3 		$285K Sell
11,504
-425
-4% -$12K 0.07% 247
2018
Q2 		$343K Buy
11,929
+494
+4% +$14.9K 0.08% 225
2018
Q1 		$337K Sell
11,435
-100
-0.9% -$3.1K 0.09% 223
2017
Q4 		$384K Buy
11,535
+575
+5% +$17.9K 0.1% 204
2017
Q3 		$300K Buy
10,960
+350
+3% +$8.86K 0.09% 228
2017
Q2 		$260K Buy
10,610
+2,750
+35% +$64.2K 0.09% 212
2017
Q1 		$185K Buy
7,860
+50
+0.6% +$1.08K 0.06% 243
2016
Q4 		$144K Hold
7,810
– – 0.05% 260
2016
Q3 		$157K Hold
7,810
– – 0.06% 242
2016
Q2 		$152K Hold
7,810
– – 0.06% 242
2016
Q1 		$146K Buy
+7,810
New +$133K 0.06% 238

Other funds holding PHM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Anchor Investment Management's PHM Position: Q1 2026 in Review

Anchor Investment Management reduced its Pultegroup (PHM) stake by 3.3% in Q1 2026, selling an estimated $23.6K and leaving 5,347 shares worth $629K. The position accounts for 0.05% of the portfolio, ranked #246.

Anchor Investment Management first reported a position in PHM in Q1 2016 and has held it in 41 quarters since. The position peaked at $915K in Q3 2024. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Anchor Investment Management held 5,347 shares of Pultegroup worth $629K as of Q1 2026.
  • Anchor Investment Management sold 184 Pultegroup shares in Q1 2026, an estimated $23.6K.
  • Pultegroup made up 0.05% of Anchor Investment Management's portfolio in Q1 2026, its #246 holding.
  • Anchor Investment Management first reported a position in Pultegroup in Q1 2016 and has held it in 41 quarters since.
  • Anchor Investment Management's Pultegroup position peaked at $915K in Q3 2024.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.