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 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 $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Brown, Lisle/Cummings's PHM Position: Q1 2026 in Review

Brown, Lisle/Cummings held its Pultegroup (PHM) position steady in Q1 2026 at 106 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

Brown, Lisle/Cummings first reported a position in PHM in Q1 2023 and has held it in 13 quarters since. The position peaked at $14.4K in Q3 2024. 1,036 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

Brown, Lisle/Cummings held 106 shares of Pultegroup worth $12.5K as of Q1 2026.
Brown, Lisle/Cummings left its Pultegroup share count unchanged in Q1 2026.
Pultegroup made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #537 holding.
Brown, Lisle/Cummings first reported a position in Pultegroup in Q1 2023 and has held it in 13 quarters since.
Brown, Lisle/Cummings's Pultegroup position peaked at $14.4K in Q3 2024.
1,036 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.