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IFG Advisory’s Pultegroup PHM Stock Holding History

IFG Advisory’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 		– Sell
-29,458
Closed -$3.45M – 726
2025
Q4 		$3.45M Buy
29,458
+725
+3% +$88.9K 0.15% 168
2025
Q3 		$3.8M Buy
28,733
+2,419
+9% +$300K 0.17% 148
2025
Q2 		$2.78M Buy
26,314
+1,338
+5% +$135K 0.14% 183
2025
Q1 		$2.57M Buy
24,976
+1,001
+4% +$108K 0.14% 185
2024
Q4 		$2.61M Buy
23,975
+190
+0.8% +$24.7K 0.15% 167
2024
Q3 		$3.41M Buy
23,785
+75
+0.3% +$9.54K 0.22% 132
2024
Q2 		$2.61M Buy
23,710
+508
+2% +$57.7K 0.17% 151
2024
Q1 		$2.8M Sell
23,202
-4,935
-18% -$529K 0.21% 137
2023
Q4 		$2.9M Buy
28,137
+1,400
+5% +$119K 0.21% 127
2023
Q3 		$1.98M Buy
+26,737
New +$2.13M 0.17% 165

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

IFG Advisory's PHM Position: Q1 2026 in Review

IFG Advisory sold out of Pultegroup (PHM) in Q1 2026, closing a stake of 29,458 shares — an estimated $3.45M sold.

IFG Advisory first reported a position in PHM in Q3 2023 and held it in 10 quarters. The position peaked at $3.8M in Q3 2025. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • IFG Advisory reported no remaining Pultegroup position as of Q1 2026 after selling out during the quarter.
  • IFG Advisory sold 29,458 Pultegroup shares in Q1 2026, an estimated $3.45M.
  • IFG Advisory first reported a position in Pultegroup in Q3 2023 and held it in 10 quarters.
  • IFG Advisory's Pultegroup position peaked at $3.8M in Q3 2025.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.