ECM
PHM icon

Evergreen Capital Management’s Pultegroup PHM Stock Holding History

Evergreen Capital 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
2026
Q1 		$506K Buy
4,298
+983
+30% +$126K 0.01% 777
2025
Q4 		$389K Buy
3,315
+189
+6% +$23.2K 0.01% 889
2025
Q3 		$414K Buy
3,126
+251
+9% +$31.2K 0.01% 748
2025
Q2 		$304K Buy
2,875
+78
+3% +$7.86K 0.01% 795
2025
Q1 		$288K Buy
+2,797
New +$302K 0.01% 770
2024
Q4 		– Sell
-1,705
Closed -$245K – 1106
2024
Q3 		$245K Buy
+1,705
New +$217K 0.01% 823

Other funds holding PHM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Evergreen Capital Management's PHM Position: Q1 2026 in Review

Evergreen Capital Management increased its Pultegroup (PHM) stake by 30% in Q1 2026, buying an estimated $126K and bringing the position to 4,298 shares worth $506K. The position accounts for 0.01% of the portfolio, ranked #777.

Evergreen Capital Management first reported a position in PHM in Q3 2024 and has held it in 6 quarters since. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Evergreen Capital Management held 4,298 shares of Pultegroup worth $506K as of Q1 2026.
  • Evergreen Capital Management bought 983 Pultegroup shares in Q1 2026, an estimated $126K.
  • Pultegroup made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #777 holding.
  • Evergreen Capital Management first reported a position in Pultegroup in Q3 2024 and has held it in 6 quarters since.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.