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Bellwether Advisors’s Pultegroup PHM Stock Holding History

Bellwether Advisors’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
-19,542
Closed -$2.29M – 175
2025
Q4 		$2.29M Buy
+19,542
New +$2.4M 0.37% 53
2025
Q3 		– Sell
-146
Closed -$15.4K – 448
2025
Q2 		$15.4K Sell
146
-6,055
-98% -$610K ﹤0.01% 329
2025
Q1 		$637K Buy
6,201
+6,057
+4,206% +$654K 0.13% 77
2024
Q4 		$15.7K Buy
+144
New +$18.7K ﹤0.01% 304
2023
Q1 		– Hold
0
– – – 464

Other funds holding PHM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 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

Bellwether Advisors's PHM Position: Q1 2026 in Review

Bellwether Advisors sold out of Pultegroup (PHM) in Q1 2026, closing a stake of 19,542 shares — an estimated $2.29M sold.

Bellwether Advisors first reported a position in PHM in Q4 2024 and held it in 4 quarters. The position peaked at $2.29M in Q4 2025. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Bellwether Advisors reported no remaining Pultegroup position as of Q1 2026 after selling out during the quarter.
  • Bellwether Advisors sold 19,542 Pultegroup shares in Q1 2026, an estimated $2.29M.
  • Bellwether Advisors first reported a position in Pultegroup in Q4 2024 and held it in 4 quarters.
  • Bellwether Advisors's Pultegroup position peaked at $2.29M in Q4 2025.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Bellwether Advisors's 13F filing for Q1 2026, filed 12 May 2026.