Brown, Lisle/Cummings’s Pultegroup PHM Stock Holding History

Brown, Lisle/Cummings’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	$14.5K	Hold	106	–	–	﹤0.01%	559
2026 Q1	$12.5K	Hold	106	–	–	﹤0.01%	537
2025 Q4	$12.4K	Hold	106	–	–	﹤0.01%	478
2025 Q3	$14K	Hold	106	–	–	﹤0.01%	462
2025 Q2	$11.2K	Hold	106	–	–	﹤0.01%	491
2025 Q1	$10.9K	Buy	106 +6	+6%	+$648	﹤0.01%	485
2024 Q4	$10.9K	Hold	100	–	–	﹤0.01%	479
2024 Q3	$14.4K	Hold	100	–	–	﹤0.01%	428
2024 Q2	$11K	Hold	100	–	–	﹤0.01%	444
2024 Q1	$12.1K	Hold	100	–	–	﹤0.01%	421
2023 Q4	$10.3K	Hold	100	–	–	﹤0.01%	438
2023 Q3	$7.41K	Hold	100	–	–	﹤0.01%	440
2023 Q2	$7.77K	Hold	100	–	–	﹤0.01%	442
2023 Q1	$5.83K	Buy	+100	New	+$5.4K	﹤0.01%	448

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 $3.38T AUM 44.17% 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

Brown, Lisle/Cummings's PHM Position: Q2 2026 in Review

Brown, Lisle/Cummings held its Pultegroup (PHM) position steady in Q2 2026 at 106 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #559.

Brown, Lisle/Cummings first reported a position in PHM in Q1 2023 and has held it in 14 quarters since. 1,044 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Brown, Lisle/Cummings held 106 shares of Pultegroup worth $14.5K as of Q2 2026.
Brown, Lisle/Cummings left its Pultegroup share count unchanged in Q2 2026.
Pultegroup made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #559 holding.
Brown, Lisle/Cummings first reported a position in Pultegroup in Q1 2023 and has held it in 14 quarters since.
1,044 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.