Beacon Investment Advisory Services’s Pultegroup PHM Stock Holding History

Beacon Investment Advisory Services’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 Q2	$1.01M	Buy	7,339 +725	+11%	+$88K	0.04%	137
2026 Q1	$778K	Buy	6,614 +1,081	+20%	+$138K	0.03%	149
2025 Q4	$649K	Buy	5,533 +307	+6%	+$37.7K	0.03%	157
2025 Q3	$691K	Hold	5,226	–	–	0.03%	155
2025 Q2	$551K	Sell	5,226 -318	-6%	-$32K	0.02%	165
2025 Q1	$570K	Hold	5,544	–	–	0.03%	158
2024 Q4	$604K	Hold	5,544	–	–	0.03%	158
2024 Q3	$796K	Sell	5,544 -91	-2%	-$11.6K	0.03%	153
2024 Q2	$620K	Hold	5,635	–	–	0.03%	160
2024 Q1	$680K	Buy	5,635 +2	+0%	+$215	0.03%	160
2023 Q4	$581K	Buy	5,633 +17	+0.3%	+$1.45K	0.03%	171
2023 Q3	$416K	Buy	5,616 +30	+0.5%	+$2.39K	0.02%	203
2023 Q2	$434K	Hold	5,586	–	–	0.02%	208
2023 Q1	$326K	Sell	5,586 -55	-1%	-$2.97K	0.02%	223
2022 Q4	$257K	Buy	+5,641	New	+$238K	0.01%	248
2022 Q3	–	Sell	-5,765	Closed	-$228K	–	285
2022 Q2	$228K	Sell	5,765 -13	-0.2%	-$548	0.01%	261
2022 Q1	$242K	Sell	5,778 -23	-0.4%	-$1.14K	0.01%	270
2021 Q4	$332K	Buy	+5,801	New	+$297K	0.01%	249

Other funds holding PHM

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Beacon Investment Advisory Services's PHM Position: Q2 2026 in Review

Beacon Investment Advisory Services increased its Pultegroup (PHM) stake by 11% in Q2 2026, buying an estimated $88K and bringing the position to 7,339 shares worth $1.01M. The position accounts for 0.04% of the portfolio, ranked #137.

Beacon Investment Advisory Services first reported a position in PHM in Q4 2021 and has held it in 18 quarters since. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Beacon Investment Advisory Services held 7,339 shares of Pultegroup worth $1.01M as of Q2 2026.
Beacon Investment Advisory Services bought 725 Pultegroup shares in Q2 2026, an estimated $88K.
Pultegroup made up 0.04% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #137 holding.
Beacon Investment Advisory Services first reported a position in Pultegroup in Q4 2021 and has held it in 18 quarters since.
1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.