AP
PHM icon

Atwood & Palmer’s Pultegroup PHM Stock Holding History

Atwood & Palmer’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 		$10.8K Sell
79
-5
-6% -$607 ﹤0.01% 372
2026
Q1 		$9.88K Buy
84
+5
+6% +$640 ﹤0.01% 378
2025
Q4 		$9.26K Hold
79
– – ﹤0.01% 385
2025
Q3 		$10.4K Hold
79
– – ﹤0.01% 381
2025
Q2 		$8.33K Buy
+79
New +$7.96K ﹤0.01% 408

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 $3.37T AUM 44.26% 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

Atwood & Palmer's PHM Position: Q2 2026 in Review

Atwood & Palmer reduced its Pultegroup (PHM) stake by 6% in Q2 2026, selling an estimated $607 and leaving 79 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #372.

Atwood & Palmer first reported a position in PHM in Q2 2025 and has held it in 5 quarters since. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Atwood & Palmer held 79 shares of Pultegroup worth $10.8K as of Q2 2026.
  • Atwood & Palmer sold 5 Pultegroup shares in Q2 2026, an estimated $607.
  • Pultegroup made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #372 holding.
  • Atwood & Palmer first reported a position in Pultegroup in Q2 2025 and has held it in 5 quarters since.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.