BEI
PHM icon

Benjamin Edwards Inc’s Pultegroup PHM Stock Holding History

Benjamin Edwards Inc’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 		$15.1M Buy
110,316
+27,408
+33% +$3.33M 0.14% 179
2026
Q1 		$9.75M Buy
82,908
+7,941
+11% +$1.02M 0.1% 209
2025
Q4 		$8.79M Buy
74,967
+9,774
+15% +$1.2M 0.1% 213
2025
Q3 		$8.61M Buy
65,193
+7,084
+12% +$880K 0.1% 210
2025
Q2 		$6.13M Buy
58,109
+55,787
+2,403% +$5.62M 0.08% 235
2025
Q1 		$239K Sell
2,322
-461
-17% -$49.8K ﹤0.01% 998
2024
Q4 		$303K Buy
2,783
+69
+3% +$8.96K ﹤0.01% 968
2024
Q3 		$390K Buy
2,714
+2,471
+1,017% +$314K 0.01% 879
2024
Q2 		$27K Buy
243
+28
+13% +$3.18K 0.01% 563
2024
Q1 		$26K Buy
+215
New +$23.1K 0.01% 550

Other funds holding PHM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Benjamin Edwards Inc's PHM Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Pultegroup (PHM) stake by 33% in Q2 2026, buying an estimated $3.33M and bringing the position to 110,316 shares worth $15.1M. The position accounts for 0.14% of the portfolio, ranked #179.

Benjamin Edwards Inc first reported a position in PHM in Q1 2024 and has held it in 10 quarters since. 1,041 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Benjamin Edwards Inc held 110,316 shares of Pultegroup worth $15.1M as of Q2 2026.
  • Benjamin Edwards Inc bought 27,408 Pultegroup shares in Q2 2026, an estimated $3.33M.
  • Pultegroup made up 0.14% of Benjamin Edwards Inc's portfolio in Q2 2026, its #179 holding.
  • Benjamin Edwards Inc first reported a position in Pultegroup in Q1 2024 and has held it in 10 quarters since.
  • 1,041 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.