Athena Wealth Management
PHM icon

Athena Wealth Management’s Pultegroup PHM Stock Holding History

Athena 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
Q3 		$827K Buy
7,130
+100
+1% +$12.6K 0.59% 43
2026
Q2 		$965K Buy
7,030
+116
+2% +$14.1K 0.72% 37
2026
Q1 		$813K Buy
6,914
+2,354
+52% +$301K 0.67% 44
2025
Q4 		$535K Buy
+4,560
New +$559K 0.52% 47

Other funds holding PHM

Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Athena Wealth Management's PHM Position: Q3 2026 in Review

Athena Wealth Management increased its Pultegroup (PHM) stake by 1.4% in Q3 2026, buying an estimated $12.6K and bringing the position to 7,130 shares worth $827K. The position accounts for 0.59% of the portfolio, ranked #43.

Athena Wealth Management first reported a position in PHM in Q4 2025 and has held it in 4 quarters since. The position peaked at $965K in Q2 2026. 854 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • Athena Wealth Management held 7,130 shares of Pultegroup worth $827K as of Q3 2026.
  • Athena Wealth Management bought 100 Pultegroup shares in Q3 2026, an estimated $12.6K.
  • Pultegroup made up 0.59% of Athena Wealth Management's portfolio in Q3 2026, its #43 holding.
  • Athena Wealth Management first reported a position in Pultegroup in Q4 2025 and has held it in 4 quarters since.
  • Athena Wealth Management's Pultegroup position peaked at $965K in Q2 2026.
  • 854 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on Athena Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.