FMP
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Financial Management Professionals’s Pultegroup PHM Stock Holding History

Financial Management Professionals’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 		$13.7K Buy
100
+10
+11% +$1.21K ﹤0.01% 529
2026
Q1 		$10.6K Buy
90
+14
+18% +$1.79K ﹤0.01% 521
2025
Q4 		$8.93K Hold
76
– – ﹤0.01% 552
2025
Q3 		$10.1K Hold
76
– – ﹤0.01% 524
2025
Q2 		$8.03K Sell
76
-273
-78% -$27.5K ﹤0.01% 572
2025
Q1 		$35.9K Sell
349
-33
-9% -$3.56K ﹤0.01% 313
2024
Q4 		$41.6K Hold
382
– – 0.01% 298
2024
Q3 		$55K Hold
382
– – 0.01% 257
2024
Q2 		$42K Buy
382
+246
+181% +$27.9K 0.01% 281
2024
Q1 		$16K Sell
136
-73
-35% -$7.83K ﹤0.01% 463
2023
Q4 		$22K Sell
209
-384
-65% -$32.6K ﹤0.01% 380
2023
Q3 		$44K Hold
593
– – 0.01% 263
2023
Q2 		$46K Buy
593
+384
+184% +$26K 0.01% 266
2023
Q1 		$12K Buy
209
+30
+17% +$1.62K ﹤0.01% 530
2022
Q4 		$8K Hold
179
– – ﹤0.01% 548
2022
Q3 		$7K Hold
179
– – ﹤0.01% 549
2022
Q2 		$7K Sell
179
-233
-57% -$9.81K ﹤0.01% 566
2022
Q1 		$17K Buy
412
+315
+325% +$15.6K ﹤0.01% 395
2021
Q4 		$6K Hold
97
– – ﹤0.01% 569
2021
Q3 		$4K Buy
97
+17
+21% +$883 ﹤0.01% 622
2021
Q2 		$4K Buy
80
+37
+86% +$2.07K ﹤0.01% 569
2021
Q1 		$2K Hold
43
– – ﹤0.01% 589
2020
Q4 		$2K Hold
43
– – ﹤0.01% 563
2020
Q3 		$2K Hold
43
– – ﹤0.01% 523
2020
Q2 		$1K Buy
+43
New +$1.29K ﹤0.01% 564

Other funds holding PHM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Financial Management Professionals's PHM Position: Q2 2026 in Review

Financial Management Professionals increased its Pultegroup (PHM) stake by 11% in Q2 2026, buying an estimated $1.21K and bringing the position to 100 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

Financial Management Professionals first reported a position in PHM in Q2 2020 and has held it in 25 quarters since. The position peaked at $55K in Q3 2024. 1,035 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Financial Management Professionals held 100 shares of Pultegroup worth $13.7K as of Q2 2026.
  • Financial Management Professionals bought 10 Pultegroup shares in Q2 2026, an estimated $1.21K.
  • Pultegroup made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #529 holding.
  • Financial Management Professionals first reported a position in Pultegroup in Q2 2020 and has held it in 25 quarters since.
  • Financial Management Professionals's Pultegroup position peaked at $55K in Q3 2024.
  • 1,035 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.