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BAM Wealth Management’s Pultegroup PHM Stock Holding History

BAM 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
Q2 		– Sell
-2,684
Closed -$316K – 182
2026
Q1 		$316K Sell
2,684
-450
-14% -$57.6K 0.24% 99
2025
Q4 		$367K Buy
3,134
+561
+22% +$68.8K 0.27% 88
2025
Q3 		$340K Buy
+2,573
New +$320K 0.26% 89

Other funds holding PHM

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

BAM Wealth Management's PHM Position: Q2 2026 in Review

BAM Wealth Management sold out of Pultegroup (PHM) in Q2 2026, closing a stake of 2,684 shares — an estimated $316K sold.

BAM Wealth Management first reported a position in PHM in Q3 2025 and held it in 3 quarters. The position peaked at $367K in Q4 2025. 527 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • BAM Wealth Management reported no remaining Pultegroup position as of Q2 2026 after selling out during the quarter.
  • BAM Wealth Management sold 2,684 Pultegroup shares in Q2 2026, an estimated $316K.
  • BAM Wealth Management first reported a position in Pultegroup in Q3 2025 and held it in 3 quarters.
  • BAM Wealth Management's Pultegroup position peaked at $367K in Q4 2025.
  • 527 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.