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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
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
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Capital & Planning LLC's PHM Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in Pultegroup (PHM) in Q1 2026: 40 shares worth $4.7K. The stake represents ﹤0.01% of the portfolio and ranks #122 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in PHM as recently as Q4 2024.

Capital & Planning LLC first reported a position in PHM in Q4 2024 and has held it in 2 quarters since. 1,033 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Capital & Planning LLC held 40 shares of Pultegroup worth $4.7K as of Q1 2026.
  • Pultegroup was a new Capital & Planning LLC position in Q1 2026.
  • Pultegroup made up ﹤0.01% of Capital & Planning LLC's portfolio in Q1 2026, its #122 holding.
  • Capital & Planning LLC first reported a position in Pultegroup in Q4 2024 and has held it in 2 quarters since.
  • 1,033 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.