Channel Wealth’s Pultegroup PHM Stock Holding History

Channel Wealth’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	–	Sell	-7,107	Closed	-$833K	–	182
2025 Q4	$833K	Sell	7,107 -23,731	-77%	-$2.91M	0.21%	73
2025 Q3	$4.07M	Buy	30,838 +9,538	+45%	+$1.18M	1.09%	33
2025 Q2	$2.25M	Buy	+21,300	New	+$2.15M	0.64%	49

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

Channel Wealth's PHM Position: Q1 2026 in Review

Channel Wealth sold out of Pultegroup (PHM) in Q1 2026, closing a stake of 7,107 shares — an estimated $833K sold.

Channel Wealth first reported a position in PHM in Q2 2025 and held it in 3 quarters. The position peaked at $4.07M in Q3 2025. 1,033 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

Channel Wealth reported no remaining Pultegroup position as of Q1 2026 after selling out during the quarter.
Channel Wealth sold 7,107 Pultegroup shares in Q1 2026, an estimated $833K.
Channel Wealth first reported a position in Pultegroup in Q2 2025 and held it in 3 quarters.
Channel Wealth's Pultegroup position peaked at $4.07M in Q3 2025.
1,033 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Channel Wealth's 13F filing for Q1 2026, filed 12 May 2026.