AWM
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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
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 $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

Apollon Wealth Management's PHM Position: Q1 2026 in Review

Apollon Wealth Management increased its Pultegroup (PHM) stake by 3.8% in Q1 2026, buying an estimated $15.5K and bringing the position to 3,343 shares worth $393K. The position accounts for 0.01% of the portfolio, ranked #972.

Apollon Wealth Management first reported a position in PHM in Q2 2020 and has held it in 22 quarters since. The position peaked at $1.79M in Q1 2024. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Apollon Wealth Management held 3,343 shares of Pultegroup worth $393K as of Q1 2026.
  • Apollon Wealth Management bought 121 Pultegroup shares in Q1 2026, an estimated $15.5K.
  • Pultegroup made up 0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #972 holding.
  • Apollon Wealth Management first reported a position in Pultegroup in Q2 2020 and has held it in 22 quarters since.
  • Apollon Wealth Management's Pultegroup position peaked at $1.79M in Q1 2024.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.