Chevy Chase Trust’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $12.9M | Sell |
93,990
-677
| -0.7% | -$82.2K | 0.03% | 361 |
|
|
2026
Q1 | $11.1M | Sell |
94,667
-4,167
| -4% | -$534K | 0.03% | 382 |
|
|
2025
Q4 | $11.6M | Sell |
98,834
-2,147
| -2% | -$263K | 0.03% | 379 |
|
|
2025
Q3 | $13.3M | Sell |
100,981
-5,173
| -5% | -$642K | 0.04% | 348 |
|
|
2025
Q2 | $11.2M | Sell |
106,154
-314
| -0.3% | -$31.6K | 0.03% | 382 |
|
|
2025
Q1 | $10.9M | Sell |
106,468
-1,439
| -1% | -$155K | 0.04% | 382 |
|
|
2024
Q4 | $11.8M | Sell |
107,907
-3,376
| -3% | -$438K | 0.04% | 369 |
|
|
2024
Q3 | $16M | Sell |
111,283
-3,617
| -3% | -$460K | 0.05% | 316 |
|
|
2024
Q2 | $12.7M | Sell |
114,900
-2,613
| -2% | -$297K | 0.04% | 342 |
|
|
2024
Q1 | $14.2M | Sell |
117,513
-2,931
| -2% | -$314K | 0.05% | 327 |
|
|
2023
Q4 | $12.4M | Sell |
120,444
-3,025
| -2% | -$257K | 0.04% | 336 |
|
|
2023
Q3 | $9.14M | Sell |
123,469
-5,595
| -4% | -$446K | 0.04% | 380 |
|
|
2023
Q2 | $10M | Sell |
129,064
-2,576
| -2% | -$175K | 0.04% | 380 |
|
|
2023
Q1 | $7.67M | Buy |
131,640
+67
| +0.1% | +$3.62K | 0.03% | 431 |
|
|
2022
Q4 | $5.99M | Sell |
131,573
-10,323
| -7% | -$435K | 0.03% | 467 |
|
|
2022
Q3 | $5.32M | Sell |
141,896
-2,149
| -1% | -$90.4K | 0.02% | 484 |
|
|
2022
Q2 | $5.71M | Sell |
144,045
-5,991
| -4% | -$252K | 0.02% | 479 |
|
|
2022
Q1 | $6.29M | Sell |
150,036
-2,347
| -2% | -$116K | 0.02% | 486 |
|
|
2021
Q4 | $8.71M | Sell |
152,383
-7,504
| -5% | -$385K | 0.03% | 451 |
|
|
2021
Q3 | $7.34M | Sell |
159,887
-9,182
| -5% | -$477K | 0.03% | 469 |
|
|
2021
Q2 | $9.23M | Sell |
169,069
-9,924
| -6% | -$555K | 0.03% | 433 |
|
|
2021
Q1 | $9.39M | Sell |
178,993
-18,347
| -9% | -$856K | 0.03% | 431 |
|
|
2020
Q4 | $8.51M | Sell |
197,340
-2,067
| -1% | -$91.6K | 0.03% | 435 |
|
|
2020
Q3 | $9.23M | Sell |
199,407
-270
| -0.1% | -$11.6K | 0.04% | 388 |
|
|
2020
Q2 | $6.79M | Sell |
199,677
-13,685
| -6% | -$411K | 0.03% | 439 |
|
|
2020
Q1 | $4.76M | Sell |
213,362
-1,539
| -0.7% | -$59.4K | 0.02% | 459 |
|
|
2019
Q4 | $8.34M | Buy |
214,901
+3,366
| +2% | +$131K | 0.03% | 457 |
|
|
2019
Q3 | $7.73M | Buy |
211,535
+2,315
| +1% | +$77K | 0.03% | 453 |
|
|
2019
Q2 | $6.62M | Buy |
209,220
+162
| +0.1% | +$5.05K | 0.03% | 477 |
|
|
2019
Q1 | $6.58M | Sell |
209,058
-5,034
| -2% | -$137K | 0.03% | 477 |
|
|
2018
Q4 | $5.56M | Sell |
214,092
-1,680
| -0.8% | -$41.6K | 0.03% | 486 |
|
|
2018
Q3 | $5.34M | Sell |
215,772
-7,869
| -4% | -$223K | 0.02% | 506 |
|
|
2018
Q2 | $6.43M | Sell |
223,641
-1,762
| -0.8% | -$53K | 0.03% | 491 |
|
|
2018
Q1 | $6.65M | Sell |
225,403
-10,180
| -4% | -$316K | 0.03% | 488 |
|
|
2017
Q4 | $7.83M | Sell |
235,583
-7,804
| -3% | -$242K | 0.03% | 466 |
|
|
2017
Q3 | $6.65M | Sell |
243,387
-2,536
| -1% | -$64.2K | 0.03% | 484 |
|
|
2017
Q2 | $6.03M | Sell |
245,923
-1,967
| -0.8% | -$45.9K | 0.03% | 484 |
|
|
2017
Q1 | $5.84M | Sell |
247,890
-2,140
| -0.9% | -$46.1K | 0.03% | 483 |
|
|
2016
Q4 | $4.6M | Sell |
250,030
-9,656
| -4% | -$183K | 0.02% | 495 |
|
|
2016
Q3 | $5.21M | Sell |
259,686
-9,619
| -4% | -$199K | 0.03% | 482 |
|
|
2016
Q2 | $5.25M | Buy |
269,305
+354
| +0.1% | +$6.56K | 0.03% | 477 |
|
|
2016
Q1 | $5.03M | Buy |
268,951
+11,864
| +5% | +$202K | 0.03% | 484 |
|
|
2015
Q4 | $4.58M | Sell |
257,087
-955
| -0.4% | -$17.8K | 0.03% | 486 |
|
|
2015
Q3 | $4.87M | Sell |
258,042
-1,689
| -0.7% | -$34.4K | 0.03% | 472 |
|
|
2015
Q2 | $5.23M | Buy |
259,731
+806
| +0.3% | +$16.3K | 0.03% | 475 |
|
|
2015
Q1 | $5.76M | Buy |
258,925
+6,982
| +3% | +$152K | 0.03% | 470 |
|
|
2014
Q4 | $5.41M | Sell |
251,943
-6,249
| -2% | -$125K | 0.03% | 477 |
|
|
2014
Q3 | $4.56M | Buy |
258,192
+13,818
| +6% | +$260K | 0.03% | 494 |
|
|
2014
Q2 | $4.93M | Sell |
244,374
-655
| -0.3% | -$12.6K | 0.03% | 474 |
|
|
2014
Q1 | $4.7M | Sell |
245,029
-8,092
| -3% | -$160K | 0.03% | 472 |
|
|
2013
Q4 | $5.16M | Buy |
253,121
+6,473
| +3% | +$115K | 0.04% | 455 |
|
|
2013
Q3 | $4.07M | Buy |
246,648
+12,672
| +5% | +$216K | 0.03% | 468 |
|
|
2013
Q2 | $4.44M | Buy |
+233,976
| New | +$4.86M | 0.04% | 438 |
|
Other funds holding PHM
GA
Chevy Chase Trust's PHM Position: Q2 2026 in Review
Chevy Chase Trust reduced its Pultegroup (PHM) stake by 0.72% in Q2 2026, selling an estimated $82.2K and leaving 93,990 shares worth $12.9M. The position accounts for 0.03% of the portfolio, ranked #361.
Chevy Chase Trust first reported a position in PHM in Q2 2013 and has held it in 53 quarters since. The position peaked at $16M in Q3 2024. 1,035 funds tracked by Wall St. Rank hold PHM as of Q2 2026.
- Chevy Chase Trust held 93,990 shares of Pultegroup worth $12.9M as of Q2 2026.
- Chevy Chase Trust sold 677 Pultegroup shares in Q2 2026, an estimated $82.2K.
- Pultegroup made up 0.03% of Chevy Chase Trust's portfolio in Q2 2026, its #361 holding.
- Chevy Chase Trust first reported a position in Pultegroup in Q2 2013 and has held it in 53 quarters since.
- Chevy Chase Trust's Pultegroup position peaked at $16M in Q3 2024.
- 1,035 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.
Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.