BBR Partners’s Pultegroup PHM Stock Holding History

BBR Partners’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 Q1	–	Sell	-1,738	Closed	-$204K	–	284
2025 Q4	$204K	Buy	1,738 +50	+3%	+$6.13K	0.01%	252
2025 Q3	$223K	Buy	+1,688	New	+$210K	0.01%	240
2024 Q4	–	Sell	-1,688	Closed	-$242K	–	268
2024 Q3	$242K	Buy	+1,688	New	+$215K	0.02%	203
2024 Q2	–	Sell	-1,688	Closed	-$204K	–	252
2024 Q1	$204K	Buy	+1,688	New	+$181K	0.02%	234
2021 Q2	–	Sell	-4,287	Closed	-$225K	–	214
2021 Q1	$225K	Buy	+4,287	New	+$200K	0.02%	188

Other funds holding PHM

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 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

BBR Partners's PHM Position: Q1 2026 in Review

BBR Partners sold out of Pultegroup (PHM) in Q1 2026, closing a stake of 1,738 shares — an estimated $204K sold.

BBR Partners first reported a position in PHM in Q1 2021 and held it in 5 quarters. The position peaked at $242K in Q3 2024. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

BBR Partners reported no remaining Pultegroup position as of Q1 2026 after selling out during the quarter.
BBR Partners sold 1,738 Pultegroup shares in Q1 2026, an estimated $204K.
BBR Partners first reported a position in Pultegroup in Q1 2021 and held it in 5 quarters.
BBR Partners's Pultegroup position peaked at $242K in Q3 2024.
1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on BBR Partners's 13F filing for Q1 2026, filed 12 May 2026.