IMA Advisory Services’s Pultegroup PHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$5.07K Hold
43
﹤0.01% 401
2025
Q4
$5.05K Buy
43
+39
+975% +$4.78K ﹤0.01% 424
2025
Q3
$529 Buy
4
+1
+33% +$124 ﹤0.01% 407
2025
Q2
$317 Buy
+3
New +$302 ﹤0.01% 436

Other funds holding PHM

IMA Advisory Services's PHM Position: Q1 2026 in Review

IMA Advisory Services held its Pultegroup (PHM) position steady in Q1 2026 at 43 shares worth $5.07K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

IMA Advisory Services first reported a position in PHM in Q2 2025 and has held it in 4 quarters since. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • IMA Advisory Services held 43 shares of Pultegroup worth $5.07K as of Q1 2026.
  • IMA Advisory Services left its Pultegroup share count unchanged in Q1 2026.
  • Pultegroup made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #401 holding.
  • IMA Advisory Services first reported a position in Pultegroup in Q2 2025 and has held it in 4 quarters since.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.