Fulcrum Asset Management’s Pultegroup PHM Stock Holding History

Fulcrum Asset 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 Q2	$1.08M	Buy	7,817 +2,294	+42%	+$279K	0.11%	211
2026 Q1	$628K	Buy	5,523 +4,107	+290%	+$526K	0.09%	120
2025 Q4	$167K	Sell	1,416 -25	-2%	-$3.07K	0.05%	124
2025 Q3	$190K	Sell	1,441 -25	-2%	-$3.1K	0.05%	119
2025 Q2	$155K	Buy	+1,466	New	+$148K	0.04%	135
2022 Q1	–	Hold	0	–	–	–	103
2021 Q4	–	Hold	0	–	–	–	67
2021 Q3	–	Hold	0	–	–	–	68
2021 Q2	–	Hold	0	–	–	–	73
2021 Q1	–	Hold	0	–	–	–	70
2020 Q3	–	Hold	0	–	–	–	95

Other funds holding PHM

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fulcrum Asset Management's PHM Position: Q2 2026 in Review

Fulcrum Asset Management increased its Pultegroup (PHM) stake by 42% in Q2 2026, buying an estimated $279K and bringing the position to 7,817 shares worth $1.08M. The position accounts for 0.11% of the portfolio, ranked #211.

Fulcrum Asset Management first reported a position in PHM in Q2 2025 and has held it in 5 quarters since. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Fulcrum Asset Management held 7,817 shares of Pultegroup worth $1.08M as of Q2 2026.
Fulcrum Asset Management bought 2,294 Pultegroup shares in Q2 2026, an estimated $279K.
Pultegroup made up 0.11% of Fulcrum Asset Management's portfolio in Q2 2026, its #211 holding.
Fulcrum Asset Management first reported a position in Pultegroup in Q2 2025 and has held it in 5 quarters since.
1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.