AWM
PHM icon

Apollon Wealth Management’s Pultegroup PHM Stock Holding History

Apollon Wealth 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
Q2 		$660K Buy
4,813
+1,470
+44% +$179K 0.01% 897
2026
Q1 		$393K Buy
3,343
+121
+4% +$15.5K 0.01% 972
2025
Q4 		$378K Sell
3,222
-1,673
-34% -$205K 0.01% 955
2025
Q3 		$647K Buy
4,895
+858
+21% +$107K 0.01% 734
2025
Q2 		$426K Sell
4,037
-279
-6% -$28.1K 0.01% 860
2025
Q1 		$444K Sell
4,316
-5
-0.1% -$540 0.01% 796
2024
Q4 		$471K Sell
4,321
-4,416
-51% -$573K 0.01% 780
2024
Q3 		$1.25M Sell
8,737
-100
-1% -$12.7K 0.04% 416
2024
Q2 		$973K Sell
8,837
-5,998
-40% -$681K 0.03% 480
2024
Q1 		$1.79M Buy
14,835
+1,683
+13% +$181K 0.06% 319
2023
Q4 		$1.36M Buy
13,152
+1,779
+16% +$151K 0.05% 354
2023
Q3 		$842K Sell
11,373
-944
-8% -$75.3K 0.04% 404
2023
Q2 		$957K Sell
12,317
-422
-3% -$28.6K 0.05% 396
2023
Q1 		$742K Sell
12,739
-2,419
-16% -$131K 0.05% 408
2022
Q4 		$690K Sell
15,158
-1,117
-7% -$47.1K 0.05% 406
2022
Q3 		$610K Sell
16,275
-231
-1% -$9.71K 0.05% 392
2022
Q2 		$654K Buy
16,506
+2,938
+22% +$124K 0.05% 366
2022
Q1 		$568K Sell
13,568
-1,457
-10% -$72.3K 0.04% 430
2021
Q4 		$859K Buy
15,025
+1,647
+12% +$84.4K 0.06% 321
2021
Q3 		$614K Buy
13,378
+375
+3% +$19.5K 0.08% 232
2021
Q2 		$710K Sell
13,003
-2,245
-15% -$126K 0.13% 163
2021
Q1 		$800K Buy
+15,248
New +$712K 0.15% 134
2020
Q3 		– Sell
-1,123
Closed -$38K – 542
2020
Q2 		$38K Buy
+1,123
New +$33.7K 0.02% 283

Other funds holding PHM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Apollon Wealth Management's PHM Position: Q2 2026 in Review

Apollon Wealth Management increased its Pultegroup (PHM) stake by 44% in Q2 2026, buying an estimated $179K and bringing the position to 4,813 shares worth $660K. The position accounts for 0.01% of the portfolio, ranked #897.

Apollon Wealth Management first reported a position in PHM in Q2 2020 and has held it in 23 quarters since. The position peaked at $1.79M in Q1 2024. 1,044 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Apollon Wealth Management held 4,813 shares of Pultegroup worth $660K as of Q2 2026.
  • Apollon Wealth Management bought 1,470 Pultegroup shares in Q2 2026, an estimated $179K.
  • Pultegroup made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #897 holding.
  • Apollon Wealth Management first reported a position in Pultegroup in Q2 2020 and has held it in 23 quarters since.
  • Apollon Wealth Management's Pultegroup position peaked at $1.79M in Q1 2024.
  • 1,044 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.