Capital & Planning LLC’s Pultegroup PHM Stock Holding History

Capital & Planning LLC’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	–	Sell	-40	Closed	-$4.7K	–	122
2026 Q1	$4.7K	Buy	+40	New	+$5.12K	﹤0.01%	122
2025 Q1	–	Sell	-40	Closed	-$4.36K	–	138
2024 Q4	$4.36K	Buy	+40	New	+$5.19K	﹤0.01%	126

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

Capital & Planning LLC's PHM Position: Q2 2026 in Review

Capital & Planning LLC sold out of Pultegroup (PHM) in Q2 2026, closing a stake of 40 shares — an estimated $4.7K sold.

Capital & Planning LLC first reported a position in PHM in Q4 2024 and held it in 2 quarters. The position peaked at $4.7K in Q1 2026. 1,044 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Capital & Planning LLC reported no remaining Pultegroup position as of Q2 2026 after selling out during the quarter.
Capital & Planning LLC sold 40 Pultegroup shares in Q2 2026, an estimated $4.7K.
Capital & Planning LLC first reported a position in Pultegroup in Q4 2024 and held it in 2 quarters.
Capital & Planning LLC's Pultegroup position peaked at $4.7K in Q1 2026.
1,044 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.