Institute for Wealth Management’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 | $1.56M | Sell |
11,337
-835
| -7% | -$101K | 0.14% | 147 |
|
|
2026
Q1 | $1.43M | Sell |
12,172
-230
| -2% | -$29.5K | 0.15% | 148 |
|
|
2025
Q4 | $1.45M | Sell |
12,402
-309
| -2% | -$37.9K | 0.15% | 139 |
|
|
2025
Q3 | $1.68M | Buy |
12,711
+222
| +2% | +$27.6K | 0.17% | 123 |
|
|
2025
Q2 | $1.32M | Buy |
12,489
+619
| +5% | +$62.4K | 0.15% | 148 |
|
|
2025
Q1 | $1.22M | Buy |
11,870
+1,595
| +16% | +$172K | 0.16% | 144 |
|
|
2024
Q4 | $1.12M | Sell |
10,275
-102
| -1% | -$13.2K | 0.14% | 154 |
|
|
2024
Q3 | $1.49M | Sell |
10,377
-98
| -0.9% | -$12.5K | 0.19% | 123 |
|
|
2024
Q2 | $1.15M | Sell |
10,475
-25
| -0.2% | -$2.84K | 0.15% | 147 |
|
|
2024
Q1 | $1.27M | Hold |
10,500
| – | – | 0.16% | 137 |
|
|
2023
Q4 | $1.08M | Hold |
10,500
| – | – | 0.18% | 140 |
|
|
2023
Q3 | $778K | Sell |
10,500
-14
| -0.1% | -$1.12K | 0.14% | 181 |
|
|
2023
Q2 | $817K | Sell |
10,514
-75
| -0.7% | -$5.08K | 0.14% | 176 |
|
|
2023
Q1 | $617K | Hold |
10,589
| – | – | 0.12% | 223 |
|
|
2022
Q4 | $482K | Sell |
10,589
-200
| -2% | -$8.43K | 0.1% | 268 |
|
|
2022
Q3 | $405K | Sell |
10,789
-50
| -0.5% | -$2.1K | 0.09% | 278 |
|
|
2022
Q2 | $430K | Hold |
10,839
| – | – | 0.08% | 306 |
|
|
2022
Q1 | $454K | Sell |
10,839
-102
| -0.9% | -$5.06K | 0.07% | 313 |
|
|
2021
Q4 | $625K | Hold |
10,941
| – | – | 0.1% | 239 |
|
|
2021
Q3 | $502K | Hold |
10,941
| – | – | 0.09% | 277 |
|
|
2021
Q2 | $597K | Hold |
10,941
| – | – | 0.1% | 237 |
|
|
2021
Q1 | $574K | Hold |
10,941
| – | – | 0.11% | 236 |
|
|
2020
Q4 | $472K | Hold |
10,941
| – | – | 0.09% | 263 |
|
|
2020
Q3 | $506K | Buy |
10,941
+14
| +0.1% | +$599 | 0.12% | 224 |
|
|
2020
Q2 | $372K | Hold |
10,927
| – | – | 0.09% | 289 |
|
|
2020
Q1 | $244K | Sell |
10,927
-161
| -1% | -$6.22K | 0.08% | 324 |
|
|
2019
Q4 | $430K | Buy |
11,088
+11
| +0.1% | +$427 | 0.1% | 284 |
|
|
2019
Q3 | $405K | Hold |
11,077
| – | – | 0.1% | 272 |
|
|
2019
Q2 | $350K | Hold |
11,077
| – | – | 0.08% | 318 |
|
|
2019
Q1 | $310K | Buy |
+11,077
| New | +$302K | 0.07% | 327 |
|
|
2018
Q4 | – | Sell |
-11,077
| Closed | -$284K | – | 323 |
|
|
2018
Q3 | $284K | Hold |
11,077
| – | – | 0.1% | 190 |
|
|
2018
Q2 | $319K | Hold |
11,077
| – | – | 0.1% | 192 |
|
|
2018
Q1 | $335K | Sell |
11,077
-150
| -1% | -$4.65K | 0.1% | 227 |
|
|
2017
Q4 | $373K | Sell |
11,227
-700
| -6% | -$21.7K | 0.09% | 268 |
|
|
2017
Q3 | $324K | Sell |
11,927
-100
| -0.8% | -$2.53K | 0.11% | 220 |
|
|
2017
Q2 | $292K | Buy |
+12,027
| New | +$281K | 0.08% | 318 |
|
Other funds holding PHM
GA
Institute for Wealth Management's PHM Position: Q2 2026 in Review
Institute for Wealth Management reduced its Pultegroup (PHM) stake by 6.9% in Q2 2026, selling an estimated $101K and leaving 11,337 shares worth $1.56M. The position accounts for 0.14% of the portfolio, ranked #147.
Institute for Wealth Management first reported a position in PHM in Q2 2017 and has held it in 36 quarters since. The position peaked at $1.68M in Q3 2025. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.
- Institute for Wealth Management held 11,337 shares of Pultegroup worth $1.56M as of Q2 2026.
- Institute for Wealth Management sold 835 Pultegroup shares in Q2 2026, an estimated $101K.
- Pultegroup made up 0.14% of Institute for Wealth Management's portfolio in Q2 2026, its #147 holding.
- Institute for Wealth Management first reported a position in Pultegroup in Q2 2017 and has held it in 36 quarters since.
- Institute for Wealth Management's Pultegroup position peaked at $1.68M in Q3 2025.
- 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.