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AXS Investments’s Pultegroup PHM Stock Holding History

AXS Investments’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
2025
Q2 		– Sell
-12,795
Closed -$1.32M – 202
2025
Q1 		$1.32M Sell
12,795
-6,509
-34% -$703K 0.36% 119
2024
Q4 		$2.1M Buy
19,304
+9,385
+95% +$1.22M 0.59% 39
2024
Q3 		$1.42M Sell
9,919
-378
-4% -$48.1K 0.38% 114
2024
Q2 		$1.13M Sell
10,297
-1,094
-10% -$124K 0.32% 150
2024
Q1 		$1.37M Sell
11,391
-2,737
-19% -$294K 0.33% 101
2023
Q4 		$1.46M Sell
14,128
-1,055
-7% -$89.7K 0.35% 84
2023
Q3 		$1.12M Sell
15,183
-2,312
-13% -$184K 0.29% 139
2023
Q2 		$1.36M Sell
17,495
-5,754
-25% -$390K 0.36% 83
2023
Q1 		$1.35M Sell
23,249
-2,088
-8% -$113K 0.45% 57
2022
Q4 		$1.15M Buy
+25,337
New +$1.07M 0.41% 74

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

AXS Investments's PHM Position: Q2 2025 in Review

AXS Investments sold out of Pultegroup (PHM) in Q2 2025, closing a stake of 12,795 shares — an estimated $1.32M sold.

AXS Investments first reported a position in PHM in Q4 2022 and held it in 10 quarters. The position peaked at $2.1M in Q4 2024. 946 funds tracked by Wall St. Rank hold PHM as of Q2 2025.

  • AXS Investments reported no remaining Pultegroup position as of Q2 2025 after selling out during the quarter.
  • AXS Investments sold 12,795 Pultegroup shares in Q2 2025, an estimated $1.32M.
  • AXS Investments first reported a position in Pultegroup in Q4 2022 and held it in 10 quarters.
  • AXS Investments's Pultegroup position peaked at $2.1M in Q4 2024.
  • 946 funds tracked by Wall St. Rank held Pultegroup as of Q2 2025.

Based on AXS Investments's 13F filing for Q2 2025, filed 11 Aug 2025.