ClearBridge Investments’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 | $353K | Sell |
2,574
-228
| -8% | -$27.7K | ﹤0.01% | 666 |
|
|
2026
Q1 | $330K | Buy |
2,802
+365
| +15% | +$46.7K | ﹤0.01% | 661 |
|
|
2025
Q4 | $286K | Sell |
2,437
-92,804
| -97% | -$11.4M | ﹤0.01% | 681 |
|
|
2025
Q3 | $12.6M | Buy |
95,241
+15,984
| +20% | +$1.99M | 0.01% | 474 |
|
|
2025
Q2 | $8.36M | Buy |
79,257
+13,122
| +20% | +$1.32M | 0.01% | 507 |
|
|
2025
Q1 | $6.8M | Buy |
66,135
+17,552
| +36% | +$1.9M | 0.01% | 543 |
|
|
2024
Q4 | $5.29M | Buy |
48,583
+6,632
| +16% | +$861K | ﹤0.01% | 571 |
|
|
2024
Q3 | $6.02M | Buy |
41,951
+31,018
| +284% | +$3.94M | ﹤0.01% | 568 |
|
|
2024
Q2 | $1.2M | Buy |
10,933
+8,983
| +461% | +$1.02M | ﹤0.01% | 663 |
|
|
2024
Q1 | $235K | Hold |
1,950
| – | – | ﹤0.01% | 738 |
|
|
2023
Q4 | $201K | Buy |
+1,950
| New | +$166K | ﹤0.01% | 742 |
|
|
2020
Q3 | – | Sell |
-2,030
| Closed | -$69K | – | 930 |
|
|
2020
Q2 | $69K | Sell |
2,030
-833
| -29% | -$25K | ﹤0.01% | 769 |
|
|
2020
Q1 | $64K | Sell |
2,863
-27
| -0.9% | -$1.04K | ﹤0.01% | 762 |
|
|
2019
Q4 | $112K | Buy |
2,890
+860
| +42% | +$33.4K | ﹤0.01% | 770 |
|
|
2019
Q3 | $74K | Hold |
2,030
| – | – | ﹤0.01% | 791 |
|
|
2019
Q2 | $64K | Hold |
2,030
| – | – | ﹤0.01% | 798 |
|
|
2019
Q1 | $57K | Hold |
2,030
| – | – | ﹤0.01% | 826 |
|
|
2018
Q4 | $53K | Buy |
2,030
+80
| +4% | +$1.98K | ﹤0.01% | 848 |
|
|
2018
Q3 | $48K | Sell |
1,950
-80
| -4% | -$2.27K | ﹤0.01% | 905 |
|
|
2018
Q2 | $58K | Hold |
2,030
| – | – | ﹤0.01% | 830 |
|
|
2018
Q1 | $60K | Sell |
2,030
-5,144
| -72% | -$160K | ﹤0.01% | 828 |
|
|
2017
Q4 | $239K | Sell |
7,174
-3,046,607
| -100% | -$94.6M | ﹤0.01% | 737 |
|
|
2017
Q3 | $83.5M | Sell |
3,053,781
-19,878
| -0.6% | -$503K | 0.08% | 232 |
|
|
2017
Q2 | $75.4M | Sell |
3,073,659
-36,130
| -1% | -$843K | 0.07% | 240 |
|
|
2017
Q1 | $73.2M | Sell |
3,109,789
-34,185
| -1% | -$736K | 0.07% | 247 |
|
|
2016
Q4 | $57.8M | Sell |
3,143,974
-25,752
| -0.8% | -$489K | 0.06% | 264 |
|
|
2016
Q3 | $63.5M | Sell |
3,169,726
-58,103
| -2% | -$1.2M | 0.07% | 231 |
|
|
2016
Q2 | $62.9M | Sell |
3,227,829
-59,564
| -2% | -$1.1M | 0.07% | 230 |
|
|
2016
Q1 | $61.5M | Sell |
3,287,393
-7,732
| -0.2% | -$132K | 0.07% | 232 |
|
|
2015
Q4 | $58.7M | Buy |
3,295,125
+3,293,175
| +168,881% | +$61.4M | 0.07% | 247 |
|
|
2015
Q3 | $37K | Hold |
1,950
| – | – | ﹤0.01% | 990 |
|
|
2015
Q2 | $39K | Hold |
1,950
| – | – | ﹤0.01% | 975 |
|
|
2015
Q1 | $43K | Hold |
1,950
| – | – | ﹤0.01% | 979 |
|
|
2014
Q4 | $42K | Hold |
1,950
| – | – | ﹤0.01% | 989 |
|
|
2014
Q3 | $34K | Hold |
1,950
| – | – | ﹤0.01% | 1001 |
|
|
2014
Q2 | $39K | Hold |
1,950
| – | – | ﹤0.01% | 1016 |
|
|
2014
Q1 | $37K | Hold |
1,950
| – | – | ﹤0.01% | 978 |
|
|
2013
Q4 | $40K | Hold |
1,950
| – | – | ﹤0.01% | 946 |
|
|
2013
Q3 | $32K | Sell |
1,950
-4,816
| -71% | -$82.1K | ﹤0.01% | 945 |
|
|
2013
Q2 | $129K | Buy |
+6,766
| New | +$141K | ﹤0.01% | 829 |
|
Other funds holding PHM
VCM
VPM
GA
ClearBridge Investments's PHM Position: Q2 2026 in Review
ClearBridge Investments reduced its Pultegroup (PHM) stake by 8.1% in Q2 2026, selling an estimated $27.7K and leaving 2,574 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #666.
ClearBridge Investments first reported a position in PHM in Q2 2013 and has held it in 40 quarters since. The position peaked at $83.5M in Q3 2017. 837 funds tracked by Wall St. Rank hold PHM as of Q2 2026.
- ClearBridge Investments held 2,574 shares of Pultegroup worth $353K as of Q2 2026.
- ClearBridge Investments sold 228 Pultegroup shares in Q2 2026, an estimated $27.7K.
- Pultegroup made up ﹤0.01% of ClearBridge Investments's portfolio in Q2 2026, its #666 holding.
- ClearBridge Investments first reported a position in Pultegroup in Q2 2013 and has held it in 40 quarters since.
- ClearBridge Investments's Pultegroup position peaked at $83.5M in Q3 2017.
- 837 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.
Based on ClearBridge Investments's 13F filing for Q2 2026, filed 13 Aug 2026.