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Beacon Capital Management LLC (Tennessee)’s Pultegroup PHM Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
Q3 		– Sell
-97
Closed -$10.2K – 770
2025
Q2 		$10.2K Buy
97
+9
+10% +$907 ﹤0.01% 629
2025
Q1 		$9.05K Buy
88
+60
+214% +$6.48K ﹤0.01% 647
2024
Q4 		$3.05K Hold
28
– – ﹤0.01% 814
2024
Q3 		$4.02K Hold
28
– – ﹤0.01% 864
2024
Q2 		$3.08K Buy
28
+8
+40% +$908 ﹤0.01% 797
2024
Q1 		$2.41K Hold
20
– – ﹤0.01% 843
2023
Q4 		$1.48K Hold
20
– – ﹤0.01% 824
2023
Q3 		$1.55K Hold
20
– – ﹤0.01% 873
2023
Q2 		$1.55K Hold
20
– – ﹤0.01% 873
2023
Q1 		$1.17K Hold
20
– – ﹤0.01% 825
2022
Q4 		$911 Hold
20
– – ﹤0.01% 897
2022
Q3 		$1K Hold
20
– – ﹤0.01% 828
2022
Q2 		$1K Hold
20
– – ﹤0.01% 876
2022
Q1 		$1K Buy
+20
New +$992 ﹤0.01% 877

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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s PHM Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Pultegroup (PHM) in Q3 2025, closing a stake of 97 shares — an estimated $10.2K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in PHM in Q1 2022 and held it in 14 quarters. The position peaked at $10.2K in Q2 2025. 986 funds tracked by Wall St. Rank hold PHM as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Pultegroup position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 97 Pultegroup shares in Q3 2025, an estimated $10.2K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Pultegroup in Q1 2022 and held it in 14 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Pultegroup position peaked at $10.2K in Q2 2025.
  • 986 funds tracked by Wall St. Rank held Pultegroup as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.