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Creekmur Asset Management’s Pultegroup PHM Stock Holding History

Creekmur Asset Management’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
2025
Q3 		$18.1K Hold
137
– – ﹤0.01% 450
2025
Q2 		$14.4K Buy
+137
New +$13.8K ﹤0.01% 478
2024
Q2 		– Sell
-10
Closed -$1.21K – 1137
2024
Q1 		$1.21K Buy
+10
New +$1.07K ﹤0.01% 706

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Creekmur Asset Management's PHM Position: Q3 2025 in Review

Creekmur Asset Management held its Pultegroup (PHM) position steady in Q3 2025 at 137 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #450.

Creekmur Asset Management first reported a position in PHM in Q1 2024 and has held it in 3 quarters since. 986 funds tracked by Wall St. Rank hold PHM as of Q3 2025.

  • Creekmur Asset Management held 137 shares of Pultegroup worth $18.1K as of Q3 2025.
  • Creekmur Asset Management left its Pultegroup share count unchanged in Q3 2025.
  • Pultegroup made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #450 holding.
  • Creekmur Asset Management first reported a position in Pultegroup in Q1 2024 and has held it in 3 quarters since.
  • 986 funds tracked by Wall St. Rank held Pultegroup as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.