FFM
PHM icon

Forum Financial Management’s Pultegroup PHM Stock Holding History

Forum Financial 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 		– Sell
-6,013
Closed -$705K – 804
2025
Q4 		$705K Buy
6,013
+1,191
+25% +$146K 0.01% 344
2025
Q3 		$637K Buy
4,822
+590
+14% +$73.3K 0.01% 366
2025
Q2 		$446K Buy
4,232
+8
+0.2% +$806 0.01% 463
2025
Q1 		$434K Sell
4,224
-39
-0.9% -$4.21K 0.01% 429
2024
Q4 		$464K Buy
4,263
+58
+1% +$7.53K 0.01% 403
2024
Q3 		$604K Sell
4,205
-250
-6% -$31.8K 0.01% 279
2024
Q2 		$490K Buy
4,455
+296
+7% +$33.6K 0.01% 313
2024
Q1 		$502K Sell
4,159
-135
-3% -$14.5K 0.01% 326
2023
Q4 		$443K Sell
4,294
-327
-7% -$27.8K 0.01% 322
2023
Q3 		$342K Hold
4,621
– – 0.01% 383
2023
Q2 		$359K Buy
4,621
+500
+12% +$33.9K 0.01% 384
2023
Q1 		$240K Buy
+4,121
New +$223K 0.01% 476
2022
Q3 		– Sell
-6,350
Closed -$252K – 593
2022
Q2 		$252K Buy
6,350
+209
+3% +$8.8K 0.01% 423
2022
Q1 		$257K Hold
6,141
– – 0.01% 468
2021
Q4 		$351K Buy
+6,141
New +$315K 0.02% 342

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
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Forum Financial Management's PHM Position: Q1 2026 in Review

Forum Financial Management sold out of Pultegroup (PHM) in Q1 2026, closing a stake of 6,013 shares — an estimated $705K sold.

Forum Financial Management first reported a position in PHM in Q4 2021 and held it in 15 quarters. The position peaked at $705K in Q4 2025. 1,033 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Forum Financial Management reported no remaining Pultegroup position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 6,013 Pultegroup shares in Q1 2026, an estimated $705K.
  • Forum Financial Management first reported a position in Pultegroup in Q4 2021 and held it in 15 quarters.
  • Forum Financial Management's Pultegroup position peaked at $705K in Q4 2025.
  • 1,033 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.