Bank of America’s Pultegroup PHM Stock Holding History

Bank of America’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
2024 Q1	–	Sell	-5,000	Closed	-$516K	–	8077
2023 Q4	$516K	Buy	+5,000	New	+$425K	﹤0.01%	5475
2019 Q4	–	Sell	-100,000	Closed	-$3.65M	–	7318
2019 Q3	$3.65M	Buy	+100,000	New	+$3.33M	﹤0.01%	3508
2017 Q3	–	Sell	-33,800	Closed	-$829K	–	7212
2017 Q2	$829K	Buy	+33,800	New	+$789K	﹤0.01%	4559
2016 Q1	–	Sell	-219,600	Closed	-$3.91M	–	7241
2015 Q4	$3.91M	Hold	219,600	–	–	﹤0.01%	3195
2015 Q3	$4.14M	Buy	219,600 +200,000	+1,020%	+$4.07M	﹤0.01%	3084
2015 Q2	$395K	Sell	19,600 -400	-2%	-$8.11K	﹤0.01%	4867
2015 Q1	$445K	Sell	20,000 -47,900	-71%	-$1.04M	﹤0.01%	4401
2014 Q4	$1.46M	Sell	67,900 -404,300	-86%	-$8.07M	﹤0.01%	3696
2014 Q3	$8.34M	Buy	472,200 +389,700	+472%	+$7.34M	﹤0.01%	2097
2014 Q2	$1.66M	Buy	82,500 +18,500	+29%	+$355K	﹤0.01%	3546
2014 Q1	$1.23M	Sell	64,000 -24,800	-28%	-$490K	﹤0.01%	3686
2013 Q4	$1.81M	Buy	88,800 +34,800	+64%	+$617K	﹤0.01%	3411
2013 Q3	$891K	Sell	54,000 -23,800	-31%	-$406K	﹤0.01%	4055
2013 Q2	$1.48M	Buy	+77,800	New	+$1.62M	﹤0.01%	3558

Other funds holding PHM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bank of America's PHM Position: Q1 2026 in Review

Bank of America increased its Pultegroup (PHM) stake by 4.3% in Q1 2026, buying an estimated $10.3M and bringing the position to 1,963,175 shares worth $231M. The position accounts for 0.02% of the portfolio, ranked #660.

Bank of America first reported a position in PHM in Q2 2013 and has held it in 52 quarters since. The position peaked at $266M in Q3 2024. 1,032 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

Bank of America held 1,963,175 shares of Pultegroup worth $231M as of Q1 2026.
Bank of America bought 80,352 Pultegroup shares in Q1 2026, an estimated $10.3M.
Pultegroup made up 0.02% of Bank of America's portfolio in Q1 2026, its #660 holding.
Bank of America first reported a position in Pultegroup in Q2 2013 and has held it in 52 quarters since.
Bank of America's Pultegroup position peaked at $266M in Q3 2024.
1,032 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.