HM Payson & Co’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.02M | Hold |
7,417
| – | – | 0.01% | 226 |
|
|
2026
Q1 | $872K | Hold |
7,417
| – | – | 0.01% | 240 |
|
|
2025
Q4 | $870K | Sell |
7,417
-33
| -0.4% | -$4.05K | 0.01% | 236 |
|
|
2025
Q3 | $984K | Hold |
7,450
| – | – | 0.01% | 225 |
|
|
2025
Q2 | $786K | Hold |
7,450
| – | – | 0.01% | 237 |
|
|
2025
Q1 | $766K | Hold |
7,450
| – | – | 0.01% | 235 |
|
|
2024
Q4 | $811K | Sell |
7,450
-7
| -0.1% | -$909 | 0.01% | 227 |
|
|
2024
Q3 | $1.07M | Buy |
7,457
+340
| +5% | +$43.2K | 0.02% | 212 |
|
|
2024
Q2 | $784K | Hold |
7,117
| – | – | 0.01% | 228 |
|
|
2024
Q1 | $858K | Sell |
7,117
-66
| -0.9% | -$7.08K | 0.02% | 220 |
|
|
2023
Q4 | $741K | Hold |
7,183
| – | – | 0.02% | 234 |
|
|
2023
Q3 | $532K | Hold |
7,183
| – | – | 0.01% | 257 |
|
|
2023
Q2 | $558K | Hold |
7,183
| – | – | 0.01% | 248 |
|
|
2023
Q1 | $419K | Hold |
7,183
| – | – | 0.01% | 271 |
|
|
2022
Q4 | $327K | Buy |
7,183
+66
| +0.9% | +$2.78K | 0.01% | 302 |
|
|
2022
Q3 | $267K | Hold |
7,117
| – | – | 0.01% | 321 |
|
|
2022
Q2 | $282K | Hold |
7,117
| – | – | 0.01% | 320 |
|
|
2022
Q1 | $298K | Hold |
7,117
| – | – | 0.01% | 335 |
|
|
2021
Q4 | $407K | Hold |
7,117
| – | – | 0.01% | 308 |
|
|
2021
Q3 | $327K | Hold |
7,117
| – | – | 0.01% | 322 |
|
|
2021
Q2 | $388K | Hold |
7,117
| – | – | 0.01% | 300 |
|
|
2021
Q1 | $373K | Hold |
7,117
| – | – | 0.01% | 301 |
|
|
2020
Q4 | $307K | Hold |
7,117
| – | – | 0.01% | 330 |
|
|
2020
Q3 | $329K | Hold |
7,117
| – | – | 0.01% | 300 |
|
|
2020
Q2 | $242K | Hold |
7,117
| – | – | 0.01% | 312 |
|
|
2020
Q1 | $159K | Hold |
7,117
| – | – | 0.01% | 352 |
|
|
2019
Q4 | $276K | Hold |
7,117
| – | – | 0.01% | 339 |
|
|
2019
Q3 | $260K | Hold |
7,117
| – | – | 0.01% | 341 |
|
|
2019
Q2 | $225K | Buy |
+7,117
| New | +$222K | 0.01% | 377 |
|
|
2018
Q3 | – | Sell |
-7,527
| Closed | -$216K | – | 354 |
|
|
2018
Q2 | $216K | Buy |
7,527
+170
| +2% | +$5.12K | 0.01% | 320 |
|
|
2018
Q1 | $217K | Buy |
7,357
+240
| +3% | +$7.44K | 0.01% | 308 |
|
|
2017
Q4 | $237K | Buy |
+7,117
| New | +$221K | 0.01% | 317 |
|
Other funds holding PHM
GA
HM Payson & Co's PHM Position: Q2 2026 in Review
HM Payson & Co held its Pultegroup (PHM) position steady in Q2 2026 at 7,417 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #226.
HM Payson & Co first reported a position in PHM in Q4 2017 and has held it in 32 quarters since. The position peaked at $1.07M in Q3 2024. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.
- HM Payson & Co held 7,417 shares of Pultegroup worth $1.02M as of Q2 2026.
- HM Payson & Co left its Pultegroup share count unchanged in Q2 2026.
- Pultegroup made up 0.01% of HM Payson & Co's portfolio in Q2 2026, its #226 holding.
- HM Payson & Co first reported a position in Pultegroup in Q4 2017 and has held it in 32 quarters since.
- HM Payson & Co's Pultegroup position peaked at $1.07M in Q3 2024.
- 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.
Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.