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Foster & Motley’s Pultegroup PHM Stock Holding History

Foster & Motley’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 		$7.73M Sell
65,743
-1,158
-2% -$148K 0.4% 66
2025
Q4 		$7.84M Sell
66,901
-4,891
-7% -$600K 0.42% 63
2025
Q3 		$9.49M Sell
71,792
-2,999
-4% -$372K 0.51% 44
2025
Q2 		$7.89M Sell
74,791
-959
-1% -$96.6K 0.46% 47
2025
Q1 		$7.79M Buy
75,750
+4,198
+6% +$453K 0.49% 46
2024
Q4 		$7.79M Buy
71,552
+307
+0.4% +$39.9K 0.51% 50
2024
Q3 		$10.2M Sell
71,245
-716
-1% -$91K 0.65% 36
2024
Q2 		$7.92M Sell
71,961
-1,034
-1% -$117K 0.54% 44
2024
Q1 		$8.8M Sell
72,995
-1,915
-3% -$205K 0.61% 40
2023
Q4 		$7.73M Sell
74,910
-835
-1% -$71K 0.57% 39
2023
Q3 		$5.61M Sell
75,745
-1,302
-2% -$104K 0.46% 52
2023
Q2 		$5.99M Sell
77,047
-1,727
-2% -$117K 0.46% 51
2023
Q1 		$4.59M Sell
78,774
-914
-1% -$49.4K 0.37% 70
2022
Q4 		$3.63M Sell
79,688
-7,008
-8% -$295K 0.31% 87
2022
Q3 		$3.25M Sell
86,696
-7,006
-7% -$295K 0.31% 82
2022
Q2 		$3.71M Sell
93,702
-4,421
-5% -$186K 0.33% 75
2022
Q1 		$4.11M Sell
98,123
-2,311
-2% -$115K 0.32% 78
2021
Q4 		$5.74M Sell
100,434
-3,479
-3% -$178K 0.45% 57
2021
Q3 		$4.77M Buy
103,913
+224
+0.2% +$11.6K 0.4% 63
2021
Q2 		$5.66M Sell
103,689
-3,248
-3% -$182K 0.47% 56
2021
Q1 		$5.61M Sell
106,937
-1,638
-2% -$76.5K 0.47% 53
2020
Q4 		$4.68M Buy
108,575
+8,402
+8% +$372K 0.45% 61
2020
Q3 		$4.64M Sell
100,173
-623
-0.6% -$26.7K 0.55% 53
2020
Q2 		$3.43M Sell
100,796
-49,303
-33% -$1.48M 0.43% 65
2020
Q1 		$3.35M Buy
150,099
+88,542
+144% +$3.42M 0.5% 54
2019
Q4 		$2.39M Buy
61,557
+17,964
+41% +$698K 0.3% 95
2019
Q3 		$1.59M Buy
43,593
+22,816
+110% +$759K 0.22% 114
2019
Q2 		$657K Buy
+20,777
New +$648K 0.09% 170

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

Foster & Motley's PHM Position: Q1 2026 in Review

Foster & Motley reduced its Pultegroup (PHM) stake by 1.7% in Q1 2026, selling an estimated $148K and leaving 65,743 shares worth $7.73M. The position accounts for 0.4% of the portfolio, ranked #66.

Foster & Motley first reported a position in PHM in Q2 2019 and has held it in 28 quarters since. The position peaked at $10.2M in Q3 2024. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Foster & Motley held 65,743 shares of Pultegroup worth $7.73M as of Q1 2026.
  • Foster & Motley sold 1,158 Pultegroup shares in Q1 2026, an estimated $148K.
  • Pultegroup made up 0.4% of Foster & Motley's portfolio in Q1 2026, its #66 holding.
  • Foster & Motley first reported a position in Pultegroup in Q2 2019 and has held it in 28 quarters since.
  • Foster & Motley's Pultegroup position peaked at $10.2M in Q3 2024.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Foster & Motley's 13F filing for Q1 2026, filed 21 Apr 2026.