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Atomi Financial Group’s Pultegroup PHM Stock Holding History

Atomi Financial Group’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 		$734K Sell
6,240
-155
-2% -$19.9K 0.02% 546
2025
Q4 		$750K Buy
6,395
+1,296
+25% +$159K 0.02% 518
2025
Q3 		$674K Buy
5,099
+935
+22% +$116K 0.02% 521
2025
Q2 		$439K Buy
4,164
+101
+2% +$10.2K 0.02% 648
2025
Q1 		$418K Sell
4,063
-61
-1% -$6.59K 0.02% 610
2024
Q4 		$449K Sell
4,124
-856
-17% -$111K 0.02% 521
2024
Q3 		$715K Buy
4,980
+503
+11% +$64K 0.04% 329
2024
Q2 		$493K Buy
4,477
+395
+10% +$44.9K 0.04% 407
2024
Q1 		$492K Buy
4,082
+241
+6% +$25.9K 0.05% 349
2023
Q4 		$396K Buy
+3,841
New +$326K 0.05% 332

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

Atomi Financial Group's PHM Position: Q1 2026 in Review

Atomi Financial Group reduced its Pultegroup (PHM) stake by 2.4% in Q1 2026, selling an estimated $19.9K and leaving 6,240 shares worth $734K. The position accounts for 0.02% of the portfolio, ranked #546.

Atomi Financial Group first reported a position in PHM in Q4 2023 and has held it in 10 quarters since. The position peaked at $750K in Q4 2025. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Atomi Financial Group held 6,240 shares of Pultegroup worth $734K as of Q1 2026.
  • Atomi Financial Group sold 155 Pultegroup shares in Q1 2026, an estimated $19.9K.
  • Pultegroup made up 0.02% of Atomi Financial Group's portfolio in Q1 2026, its #546 holding.
  • Atomi Financial Group first reported a position in Pultegroup in Q4 2023 and has held it in 10 quarters since.
  • Atomi Financial Group's Pultegroup position peaked at $750K in Q4 2025.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.