Bank of Montreal’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $18.8M | Sell |
160,079
-75,641
| -32% | -$9.69M | 0.01% | 861 |
|
|
2025
Q4 | $27.6M | Buy |
235,720
+23,138
| +11% | +$2.84M | 0.01% | 747 |
|
|
2025
Q3 | $28.1M | Sell |
212,582
-12,004
| -5% | -$1.49M | 0.01% | 674 |
|
|
2025
Q2 | $23.7M | Buy |
224,586
+37,565
| +20% | +$3.78M | 0.01% | 676 |
|
|
2025
Q1 | $19.2M | Sell |
187,021
-56,394
| -23% | -$6.09M | 0.01% | 716 |
|
|
2024
Q4 | $26.5M | Sell |
243,415
-58,321
| -19% | -$7.57M | 0.01% | 639 |
|
|
2024
Q3 | $43.2M | Sell |
301,736
-189,750
| -39% | -$24.1M | 0.02% | 516 |
|
|
2024
Q2 | $54.1M | Buy |
491,486
+238,039
| +94% | +$27M | 0.02% | 438 |
|
|
2024
Q1 | $30.6M | Sell |
253,447
-12,021
| -5% | -$1.29M | 0.01% | 594 |
|
|
2023
Q4 | $27.6M | Buy |
265,468
+38,821
| +17% | +$3.3M | 0.01% | 677 |
|
|
2023
Q3 | $18.4M | Buy |
226,647
+18,724
| +9% | +$1.49M | 0.01% | 743 |
|
|
2023
Q2 | $16.2M | Buy |
207,923
+11,174
| +6% | +$757K | 0.01% | 815 |
|
|
2023
Q1 | $11.5M | Sell |
196,749
-17,984
| -8% | -$971K | ﹤0.01% | 886 |
|
|
2022
Q4 | $9.79M | Sell |
214,733
-24,991
| -10% | -$1.05M | ﹤0.01% | 994 |
|
|
2022
Q3 | $9.75K | Sell |
239,724
-6,452
| -3% | -$271K | ﹤0.01% | 1003 |
|
|
2022
Q2 | $10.1K | Sell |
246,176
-59,182
| -19% | -$2.49M | ﹤0.01% | 1066 |
|
|
2022
Q1 | $13.5M | Sell |
305,358
-102,328
| -25% | -$5.08M | 0.01% | 1003 |
|
|
2021
Q4 | $23.1M | Sell |
407,686
-1,037,816
| -72% | -$53.2M | 0.01% | 690 |
|
|
2021
Q3 | $69.7M | Sell |
1,445,502
-77,639
| -5% | -$4.03M | 0.03% | 451 |
|
|
2021
Q2 | $85.3M | Buy |
1,523,141
+402,625
| +36% | +$22.5M | 0.04% | 346 |
|
|
2021
Q1 | $59.6M | Sell |
1,120,516
-80,143
| -7% | -$3.74M | 0.04% | 372 |
|
|
2020
Q4 | $50.5M | Buy |
1,200,659
+30,793
| +3% | +$1.36M | 0.03% | 419 |
|
|
2020
Q3 | $54.5M | Buy |
1,169,866
+33,521
| +3% | +$1.43M | 0.05% | 329 |
|
|
2020
Q2 | $38.5M | Sell |
1,136,345
-67,184
| -6% | -$2.02M | 0.04% | 390 |
|
|
2020
Q1 | $23.8M | Sell |
1,203,529
-1,566,463
| -57% | -$60.5M | 0.03% | 446 |
|
|
2019
Q4 | $107M | Buy |
2,769,992
+1,877,384
| +210% | +$72.9M | 0.08% | 222 |
|
|
2019
Q3 | $32.6M | Buy |
892,608
+344,557
| +63% | +$11.5M | 0.03% | 473 |
|
|
2019
Q2 | $17.3M | Buy |
548,051
+90,694
| +20% | +$2.83M | 0.01% | 696 |
|
|
2019
Q1 | $12.8M | Buy |
457,357
+237,549
| +108% | +$6.47M | 0.01% | 763 |
|
|
2018
Q4 | $5.71M | Sell |
219,808
-189,026
| -46% | -$4.68M | 0.01% | 1016 |
|
|
2018
Q3 | $10.1M | Buy |
408,834
+79,347
| +24% | +$2.25M | 0.01% | 889 |
|
|
2018
Q2 | $9.47M | Sell |
329,487
-43,620
| -12% | -$1.31M | 0.01% | 915 |
|
|
2018
Q1 | $11M | Sell |
373,107
-36,967
| -9% | -$1.15M | 0.01% | 827 |
|
|
2017
Q4 | $13.6M | Buy |
410,074
+51,889
| +14% | +$1.61M | 0.01% | 752 |
|
|
2017
Q3 | $9.79M | Sell |
358,185
-311,086
| -46% | -$7.87M | 0.01% | 864 |
|
|
2017
Q2 | $16.4M | Buy |
669,271
+377,181
| +129% | +$8.8M | 0.02% | 649 |
|
|
2017
Q1 | $6.88M | Buy |
292,090
+23,403
| +9% | +$504K | 0.01% | 947 |
|
|
2016
Q4 | $5.07M | Sell |
268,687
-109,427
| -29% | -$2.08M | 0.01% | 1081 |
|
|
2016
Q3 | $7.58M | Sell |
378,114
-1,156,382
| -75% | -$24M | 0.01% | 935 |
|
|
2016
Q2 | $29.9M | Buy |
1,534,496
+1,299,416
| +553% | +$24.1M | 0.03% | 425 |
|
|
2016
Q1 | $4.4M | Buy |
235,080
+11,567
| +5% | +$197K | ﹤0.01% | 1084 |
|
|
2015
Q4 | $3.98M | Buy |
223,513
+19,653
| +10% | +$367K | ﹤0.01% | 1086 |
|
|
2015
Q3 | $3.85M | Sell |
203,860
-54,050
| -21% | -$1.1M | 0.01% | 1044 |
|
|
2015
Q2 | $5.2M | Buy |
257,910
+46
| +0% | +$933 | 0.01% | 1048 |
|
|
2015
Q1 | $5.73M | Sell |
257,864
-20,126
| -7% | -$438K | 0.01% | 1005 |
|
|
2014
Q4 | $5.96M | Buy |
277,990
+14,197
| +5% | +$283K | 0.01% | 973 |
|
|
2014
Q3 | $4.66M | Buy |
263,793
+136,626
| +107% | +$2.57M | 0.01% | 1116 |
|
|
2014
Q2 | $2.56M | Sell |
127,167
-8,130
| -6% | -$156K | ﹤0.01% | 1362 |
|
|
2014
Q1 | $2.6M | Sell |
135,297
-34,197
| -20% | -$675K | ﹤0.01% | 1218 |
|
|
2013
Q4 | $3.45M | Buy |
169,494
+26,804
| +19% | +$475K | ﹤0.01% | 968 |
|
|
2013
Q3 | $2.35M | Sell |
142,690
-495,159
| -78% | -$8.45M | ﹤0.01% | 1091 |
|
|
2013
Q2 | $12.1M | Buy |
+637,849
| New | +$13.3M | 0.02% | 435 |
|
Other funds holding PHM
VCM
VPM
GA
Bank of Montreal's PHM Position: Q1 2026 in Review
Bank of Montreal reduced its Pultegroup (PHM) stake by 32% in Q1 2026, selling an estimated $9.69M and leaving 160,079 shares worth $18.8M. The position accounts for 0.01% of the portfolio, ranked #861.
Bank of Montreal first reported a position in PHM in Q2 2013 and has held it in 52 quarters since. The position peaked at $107M in Q4 2019. 1,032 funds tracked by Wall St. Rank hold PHM as of Q1 2026.
- Bank of Montreal held 160,079 shares of Pultegroup worth $18.8M as of Q1 2026.
- Bank of Montreal sold 75,641 Pultegroup shares in Q1 2026, an estimated $9.69M.
- Pultegroup made up 0.01% of Bank of Montreal's portfolio in Q1 2026, its #861 holding.
- Bank of Montreal first reported a position in Pultegroup in Q2 2013 and has held it in 52 quarters since.
- Bank of Montreal's Pultegroup position peaked at $107M in Q4 2019.
- 1,032 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.
Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.