EDMP Inc’s Pultegroup PHM Stock Holding History

EDMP Inc’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	–	Sell	-2,091	Closed	-$246K	–	76
2026 Q1	$246K	Hold	2,091	–	–	0.2%	66
2025 Q4	$245K	Hold	2,091	–	–	0.2%	63
2025 Q3	$276K	Hold	2,091	–	–	0.22%	63
2025 Q2	$221K	Hold	2,091	–	–	0.19%	66
2025 Q1	$215K	Buy	+2,091	New	+$226K	0.18%	67

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

EDMP Inc's PHM Position: Q2 2026 in Review

EDMP Inc sold out of Pultegroup (PHM) in Q2 2026, closing a stake of 2,091 shares — an estimated $246K sold.

EDMP Inc first reported a position in PHM in Q1 2025 and held it in 5 quarters. The position peaked at $276K in Q3 2025. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

EDMP Inc reported no remaining Pultegroup position as of Q2 2026 after selling out during the quarter.
EDMP Inc sold 2,091 Pultegroup shares in Q2 2026, an estimated $246K.
EDMP Inc first reported a position in Pultegroup in Q1 2025 and held it in 5 quarters.
EDMP Inc's Pultegroup position peaked at $276K in Q3 2025.
1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on EDMP Inc's 13F filing for Q2 2026, filed 29 Jul 2026.