HSBC Holdings’s Pultegroup PHM Stock Holding History

HSBC Holdings’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
2022 Q1	–	Sell	-16,600	Closed	-$947K	–	3423
2021 Q4	$947K	Hold	16,600	–	–	﹤0.01%	2086
2021 Q3	$772K	Hold	16,600	–	–	﹤0.01%	2020
2021 Q2	$907K	Hold	16,600	–	–	﹤0.01%	1819
2021 Q1	$875K	Sell	16,600 -37,700	-69%	-$1.76M	﹤0.01%	1668
2020 Q4	$2.35M	Hold	54,300	–	–	﹤0.01%	1281
2020 Q3	$2.55M	Sell	54,300 -42,600	-44%	-$1.82M	﹤0.01%	1195
2020 Q2	$3.3M	Hold	96,900	–	–	0.01%	1003
2020 Q1	$2.2M	Buy	+96,900	New	+$3.74M	0.01%	1134
2019 Q1	–	Sell	-72,600	Closed	-$1.89M	–	2854
2018 Q4	$1.89M	Hold	72,600	–	–	﹤0.01%	1519
2018 Q3	$1.8M	Hold	72,600	–	–	﹤0.01%	1506
2018 Q2	$2.09M	Sell	72,600 -71,900	-50%	-$2.16M	﹤0.01%	1482
2018 Q1	$4.26M	Buy	+144,500	New	+$4.48M	0.01%	1166
2017 Q4	–	Sell	-6,500	Closed	-$178K	–	2317
2017 Q3	$178K	Buy	+6,500	New	+$164K	﹤0.01%	2187
2016 Q1	–	Sell	-150,000	Closed	-$2.67M	–	2204
2015 Q4	$2.67M	Buy	+150,000	New	+$2.8M	0.01%	1176

Other funds holding PHM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

HSBC Holdings's PHM Position: Q1 2026 in Review

HSBC Holdings increased its Pultegroup (PHM) stake by 6.8% in Q1 2026, buying an estimated $5.73M and bringing the position to 706,836 shares worth $82.9M. The position accounts for 0.04% of the portfolio, ranked #384.

HSBC Holdings first reported a position in PHM in Q2 2013 and has held it in 52 quarters since. The position peaked at $173M in Q3 2024. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

HSBC Holdings held 706,836 shares of Pultegroup worth $82.9M as of Q1 2026.
HSBC Holdings bought 44,719 Pultegroup shares in Q1 2026, an estimated $5.73M.
Pultegroup made up 0.04% of HSBC Holdings's portfolio in Q1 2026, its #384 holding.
HSBC Holdings first reported a position in Pultegroup in Q2 2013 and has held it in 52 quarters since.
HSBC Holdings's Pultegroup position peaked at $173M in Q3 2024.
1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.