Bank of Montreal
PHM icon

Bank of Montreal’s Pultegroup PHM Stock Holding History

Bank of Montreal’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
Q1 		– Sell
-6,200
Closed -$675K – 3676
2024
Q4 		$675K Hold
6,200
– – ﹤0.01% 2063
2024
Q3 		$888K Buy
6,200
+1,000
+19% +$127K ﹤0.01% 2101
2024
Q2 		$573K Buy
5,200
+1,600
+44% +$182K ﹤0.01% 2316
2024
Q1 		$434K Buy
+3,600
New +$386K ﹤0.01% 2533
2021
Q2 		– Sell
-75,000
Closed -$3.99M – 4609
2021
Q1 		$3.99M Hold
75,000
– – ﹤0.01% 1457
2020
Q4 		$3.16M Buy
+75,000
New +$3.32M ﹤0.01% 1602
2014
Q2 		– Sell
-150,000
Closed -$2.88M – 4781
2014
Q1 		$2.88M Buy
150,000
+100,000
+200% +$1.97M ﹤0.01% 1165
2013
Q4 		$1.02M Buy
50,000
+10,000
+25% +$177K ﹤0.01% 1461
2013
Q3 		$660K Buy
+40,000
New +$682K ﹤0.01% 1660

Other funds holding PHM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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.