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
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 $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