Empirical Finance’s Pultegroup PHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$906K Sell
7,704
-28
-0.4% -$3.59K 0.04% 321
2025
Q4
$907K Sell
7,732
-333
-4% -$40.8K 0.04% 305
2025
Q3
$1.07M Buy
8,065
+64
+0.8% +$7.95K 0.05% 295
2025
Q2
$844K Buy
8,001
+45
+0.6% +$4.53K 0.04% 337
2025
Q1
$818K Buy
7,956
+237
+3% +$25.6K 0.05% 312
2024
Q4
$841K Sell
7,719
-6,463
-46% -$839K 0.05% 306
2024
Q3
$2.04M Buy
14,182
+108
+0.8% +$13.7K 0.12% 155
2024
Q2
$1.55M Sell
14,074
-737
-5% -$83.7K 0.1% 175
2024
Q1
$1.79M Buy
14,811
+260
+2% +$27.9K 0.11% 173
2023
Q4
$1.5M Buy
14,551
+6,622
+84% +$563K 0.1% 179
2023
Q3
$587K Buy
7,929
+652
+9% +$52K 0.04% 340
2023
Q2
$565K Sell
7,277
-9,862
-58% -$668K 0.04% 333
2023
Q1
$999K Buy
17,139
+375
+2% +$20.2K 0.09% 210
2022
Q4
$763K Buy
16,764
+517
+3% +$21.8K 0.08% 252
2022
Q3
$609K Buy
16,247
+221
+1% +$9.29K 0.07% 266
2022
Q2
$635K Buy
16,026
+10,631
+197% +$448K 0.08% 233
2022
Q1
$226K Buy
5,395
+525
+11% +$26.1K 0.03% 459
2021
Q4
$278K Sell
4,870
-29,244
-86% -$1.5M 0.03% 417
2021
Q3
$1.57M Buy
34,114
+712
+2% +$37K 0.24% 85
2021
Q2
$1.82M Sell
33,402
-45,521
-58% -$2.55M 0.3% 62
2021
Q1
$3.4M Hold
78,923
0.6% 26
2020
Q4
$3.4M Buy
78,923
+481
+0.6% +$21.3K 0.6% 26
2020
Q3
$3.63M Sell
78,442
-7,166
-8% -$307K 0.78% 18
2020
Q2
$2.91M Buy
85,608
+2,164
+3% +$65K 0.75% 18
2020
Q1
$1.86M Buy
83,444
+15,202
+22% +$587K 0.58% 32
2019
Q4
$2.65M Sell
68,242
-7,092
-9% -$276K 0.64% 17
2019
Q3
$2.75M Sell
75,334
-16,387
-18% -$545K 0.77% 13
2019
Q2
$2.9M Buy
91,721
+791
+0.9% +$24.7K 0.79% 16
2019
Q1
$2.54M Buy
90,930
+36,539
+67% +$996K 0.65% 19
2018
Q4
$1.41M Buy
+54,391
New +$1.35M 0.42% 46
2018
Q2
Sell
-90,930
Closed -$2.54M 182
2018
Q1
$2.54M Buy
+90,930
New +$2.82M 0.65% 19
2017
Q1
Sell
-168
Closed -$4K 447
2016
Q4
$4K Buy
+168
New +$3.19K ﹤0.01% 591

Other funds holding PHM

Empirical Finance's PHM Position: Q1 2026 in Review

Empirical Finance reduced its Pultegroup (PHM) stake by 0.36% in Q1 2026, selling an estimated $3.59K and leaving 7,704 shares worth $906K. The position accounts for 0.04% of the portfolio, ranked #321.

Empirical Finance first reported a position in PHM in Q4 2016 and has held it in 32 quarters since. The position peaked at $3.63M in Q3 2020. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Empirical Finance held 7,704 shares of Pultegroup worth $906K as of Q1 2026.
  • Empirical Finance sold 28 Pultegroup shares in Q1 2026, an estimated $3.59K.
  • Pultegroup made up 0.04% of Empirical Finance's portfolio in Q1 2026, its #321 holding.
  • Empirical Finance first reported a position in Pultegroup in Q4 2016 and has held it in 32 quarters since.
  • Empirical Finance's Pultegroup position peaked at $3.63M in Q3 2020.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Empirical Finance's 13F filing for Q1 2026, filed 14 May 2026.