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HFM Investment Advisors’s Pultegroup PHM Stock Holding History

HFM Investment Advisors’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 		$1.29K Hold
11
– – ﹤0.01% 327
2025
Q4 		$1.29K Buy
11
+1
+10% +$123 ﹤0.01% 384
2025
Q3 		$1.32K Buy
10
+2
+25% +$248 ﹤0.01% 276
2025
Q2 		$844 Buy
8
+5
+167% +$504 ﹤0.01% 438
2025
Q1 		$309 Buy
+3
New +$324 ﹤0.01% 459

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

HFM Investment Advisors's PHM Position: Q1 2026 in Review

HFM Investment Advisors held its Pultegroup (PHM) position steady in Q1 2026 at 11 shares worth $1.29K. The position accounts for ﹤0.01% of the portfolio, ranked #327.

HFM Investment Advisors first reported a position in PHM in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.32K in Q3 2025. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • HFM Investment Advisors held 11 shares of Pultegroup worth $1.29K as of Q1 2026.
  • HFM Investment Advisors left its Pultegroup share count unchanged in Q1 2026.
  • Pultegroup made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #327 holding.
  • HFM Investment Advisors first reported a position in Pultegroup in Q1 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's Pultegroup position peaked at $1.32K in Q3 2025.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.