Cumberland Partners’s Pultegroup PHM Stock Holding History

Cumberland Partners’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 Q2	$14.8M	Sell	107,923 -105,648	-49%	-$12.8M	0.96%	34
2026 Q1	$25.1M	Buy	213,571 +89,968	+73%	+$11.5M	1.91%	21
2025 Q4	$14.5M	Buy	+123,603	New	+$15.2M	0.89%	27
2016 Q4	–	Sell	-806,275	Closed	-$16.2M	–	60
2016 Q3	$16.2M	Sell	806,275 -892,830	-53%	-$18.5M	2.27%	17
2016 Q2	$33.1M	Sell	1,699,105 -132,595	-7%	-$2.46M	4.69%	6
2016 Q1	$34.3M	Sell	1,831,700 -47,200	-3%	-$805K	4.75%	7
2015 Q4	$33.5M	Buy	1,878,900 +318,825	+20%	+$5.95M	4.34%	7
2015 Q3	$29.4M	Sell	1,560,075 -10,900	-0.7%	-$222K	3.65%	9
2015 Q2	$31.7M	Buy	1,570,975 +913,050	+139%	+$18.5M	3.61%	8
2015 Q1	$14.6M	Sell	657,925 -29,475	-4%	-$642K	1.61%	26
2014 Q4	$14.8M	Buy	+687,400	New	+$13.7M	1.54%	24

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cumberland Partners's PHM Position: Q2 2026 in Review

Cumberland Partners reduced its Pultegroup (PHM) stake by 49% in Q2 2026, selling an estimated $12.8M and leaving 107,923 shares worth $14.8M. The position accounts for 0.96% of the portfolio, ranked #34.

Cumberland Partners first reported a position in PHM in Q4 2014 and has held it in 11 quarters since. The position peaked at $34.3M in Q1 2016. 1,041 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Cumberland Partners held 107,923 shares of Pultegroup worth $14.8M as of Q2 2026.
Cumberland Partners sold 105,648 Pultegroup shares in Q2 2026, an estimated $12.8M.
Pultegroup made up 0.96% of Cumberland Partners's portfolio in Q2 2026, its #34 holding.
Cumberland Partners first reported a position in Pultegroup in Q4 2014 and has held it in 11 quarters since.
Cumberland Partners's Pultegroup position peaked at $34.3M in Q1 2016.
1,041 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Cumberland Partners's 13F filing for Q2 2026, filed 6 Aug 2026.