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 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 $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Cumberland Partners's PHM Position: Q1 2026 in Review

Cumberland Partners increased its Pultegroup (PHM) stake by 73% in Q1 2026, buying an estimated $11.5M and bringing the position to 213,571 shares worth $25.1M. The position accounts for 1.91% of the portfolio, ranked #21.

Cumberland Partners first reported a position in PHM in Q4 2014 and has held it in 10 quarters since. The position peaked at $34.3M in Q1 2016. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

Cumberland Partners held 213,571 shares of Pultegroup worth $25.1M as of Q1 2026.
Cumberland Partners bought 89,968 Pultegroup shares in Q1 2026, an estimated $11.5M.
Pultegroup made up 1.91% of Cumberland Partners's portfolio in Q1 2026, its #21 holding.
Cumberland Partners first reported a position in Pultegroup in Q4 2014 and has held it in 10 quarters since.
Cumberland Partners's Pultegroup position peaked at $34.3M in Q1 2016.
1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Cumberland Partners's 13F filing for Q1 2026, filed 14 May 2026.