Farmers & Merchants Investments Inc’s Pultegroup PHM Stock Holding History

Farmers & Merchants Investments 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	$17.4K	Sell	127 -5	-4%	-$607	﹤0.01%	640
2026 Q1	$15.5K	Sell	132 -8	-6%	-$1.02K	﹤0.01%	643
2025 Q4	$16.4K	Hold	140	–	–	﹤0.01%	609
2025 Q3	$18.5K	Hold	140	–	–	﹤0.01%	577
2025 Q2	$14.8K	Hold	140	–	–	﹤0.01%	622
2025 Q1	$14.4K	Hold	140	–	–	﹤0.01%	616
2024 Q4	$15.2K	Hold	140	–	–	﹤0.01%	621
2024 Q3	$20.1K	Hold	140	–	–	﹤0.01%	573
2024 Q2	$15.4K	Sell	140 -9	-6%	-$1.02K	﹤0.01%	609
2024 Q1	$18K	Sell	149 -4	-3%	-$429	﹤0.01%	545
2023 Q4	$15.8K	Hold	153	–	–	﹤0.01%	552
2023 Q3	$11.3K	Hold	153	–	–	﹤0.01%	599
2023 Q2	$11.9K	Hold	153	–	–	﹤0.01%	597
2023 Q1	$8.92K	Hold	153	–	–	﹤0.01%	648
2022 Q4	$6.97K	Hold	153	–	–	﹤0.01%	716
2022 Q3	$6K	Buy	153 +30	+24%	+$1.26K	﹤0.01%	731
2022 Q2	$5K	Hold	123	–	–	﹤0.01%	857
2022 Q1	$5K	Hold	123	–	–	﹤0.01%	882
2021 Q4	$7K	Hold	123	–	–	﹤0.01%	847
2021 Q3	$6K	Hold	123	–	–	﹤0.01%	833
2021 Q2	$7K	Hold	123	–	–	﹤0.01%	737
2021 Q1	$6K	Hold	123	–	–	﹤0.01%	745
2020 Q4	$5K	Hold	123	–	–	﹤0.01%	762
2020 Q3	$6K	Hold	123	–	–	﹤0.01%	693
2020 Q2	$4K	Buy	123 +3	+3%	+$90	﹤0.01%	753
2020 Q1	$3K	Hold	120	–	–	﹤0.01%	753
2019 Q4	$5K	Buy	120 +5	+4%	+$194	﹤0.01%	760
2019 Q3	$4K	Hold	115	–	–	﹤0.01%	779
2019 Q2	$4K	Buy	115 +13	+13%	+$406	﹤0.01%	780
2019 Q1	$3K	Sell	102 -4	-4%	-$109	﹤0.01%	804
2018 Q4	$3K	Hold	106	–	–	﹤0.01%	756
2018 Q3	$3K	Buy	106 +13	+14%	+$368	﹤0.01%	797
2018 Q2	$3K	Hold	93	–	–	﹤0.01%	801
2018 Q1	$3K	Hold	93	–	–	﹤0.01%	780
2017 Q4	$3K	Buy	93 +19	+26%	+$590	﹤0.01%	797
2017 Q3	$2K	Buy	74 +24	+48%	+$607	﹤0.01%	802
2017 Q2	$1K	Hold	50	–	–	﹤0.01%	809
2017 Q1	$1K	Hold	50	–	–	﹤0.01%	716
2016 Q4	$1K	Hold	50	–	–	﹤0.01%	774
2016 Q3	$1K	Hold	50	–	–	﹤0.01%	725
2016 Q2	$1K	Buy	+50	New	+$927	﹤0.01%	689
2014 Q1	–	Sell	-39	Closed	-$1K	–	677
2013 Q4	$1K	Hold	39	–	–	﹤0.01%	665
2013 Q3	$1K	Hold	39	–	–	﹤0.01%	630
2013 Q2	$1K	Buy	+39	New	+$811	﹤0.01%	597

Other funds holding PHM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Farmers & Merchants Investments Inc's PHM Position: Q2 2026 in Review

Farmers & Merchants Investments Inc reduced its Pultegroup (PHM) stake by 3.8% in Q2 2026, selling an estimated $607 and leaving 127 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #640.

Farmers & Merchants Investments Inc first reported a position in PHM in Q2 2013 and has held it in 44 quarters since. The position peaked at $20.1K in Q3 2024. 574 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Farmers & Merchants Investments Inc held 127 shares of Pultegroup worth $17.4K as of Q2 2026.
Farmers & Merchants Investments Inc sold 5 Pultegroup shares in Q2 2026, an estimated $607.
Pultegroup made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #640 holding.
Farmers & Merchants Investments Inc first reported a position in Pultegroup in Q2 2013 and has held it in 44 quarters since.
Farmers & Merchants Investments Inc's Pultegroup position peaked at $20.1K in Q3 2024.
574 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.