CMBA
PHM icon

C.M. Bidwell & Associates’s Pultegroup PHM Stock Holding History

C.M. Bidwell & Associates’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
2025
Q1 		– Sell
-1,401
Closed -$153K – 509
2024
Q4 		$153K Hold
1,401
– – 0.09% 145
2024
Q3 		$201K Hold
1,401
– – 0.12% 126
2024
Q2 		$154K Hold
1,401
– – 0.1% 141
2024
Q1 		$169K Buy
1,401
+5
+0.4% +$536 0.12% 139
2023
Q4 		$144K Sell
1,396
-1,465
-51% -$124K 0.11% 130
2023
Q3 		$212K Buy
2,861
+1,470
+106% +$117K 0.16% 108
2023
Q2 		$108K Buy
+1,391
New +$94.3K 0.08% 226

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

C.M. Bidwell & Associates's PHM Position: Q1 2025 in Review

C.M. Bidwell & Associates sold out of Pultegroup (PHM) in Q1 2025, closing a stake of 1,401 shares — an estimated $153K sold.

C.M. Bidwell & Associates first reported a position in PHM in Q2 2023 and held it in 7 quarters. The position peaked at $212K in Q3 2023. 961 funds tracked by Wall St. Rank hold PHM as of Q1 2025.

  • C.M. Bidwell & Associates reported no remaining Pultegroup position as of Q1 2025 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 1,401 Pultegroup shares in Q1 2025, an estimated $153K.
  • C.M. Bidwell & Associates first reported a position in Pultegroup in Q2 2023 and held it in 7 quarters.
  • C.M. Bidwell & Associates's Pultegroup position peaked at $212K in Q3 2023.
  • 961 funds tracked by Wall St. Rank held Pultegroup as of Q1 2025.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2025, filed 15 May 2025.