Janney Montgomery Scott
PHM icon

Janney Montgomery Scott’s Pultegroup PHM Stock Holding History

Janney Montgomery Scott’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
-117,650
Closed -$13.8M – 2982
2025
Q4 		$13.8M Buy
117,650
+75,674
+180% +$9.28M 0.03% 487
2025
Q3 		$5.55M Buy
41,976
+4,774
+13% +$593K 0.01% 846
2025
Q2 		$3.92M Sell
37,202
-1,862
-5% -$188K 0.01% 908
2025
Q1 		$4.02M Sell
39,064
-226,898
-85% -$24.5M 0.01% 867
2024
Q4 		$29M Sell
265,962
-36,936
-12% -$4.8M 0.08% 237
2024
Q3 		$43.5M Buy
302,898
+2,384
+0.8% +$303K 0.12% 172
2024
Q2 		$33.1M Sell
300,514
-87,784
-23% -$9.97M 0.1% 202
2024
Q1 		$46.8M Buy
388,298
+219,609
+130% +$23.6M 0.14% 149
2023
Q4 		$17.4M Buy
168,689
+133,638
+381% +$11.4M 0.06% 337
2023
Q3 		$2.6M Buy
35,051
+1,566
+5% +$125K 0.01% 925
2023
Q2 		$2.6M Sell
33,485
-10,142
-23% -$687K 0.01% 958
2023
Q1 		$2.54M Sell
43,627
-162,809
-79% -$8.79M 0.01% 889
2022
Q4 		$9.4M Buy
206,436
+179,838
+676% +$7.58M 0.04% 455
2022
Q3 		$998K Sell
26,598
-1,901
-7% -$80K ﹤0.01% 1321
2022
Q2 		$1.13M Sell
28,499
-1,312
-4% -$55.3K 0.01% 1179
2022
Q1 		$1.25M Sell
29,811
-2,170
-7% -$108K 0.01% 1137
2021
Q4 		$1.83M Buy
31,981
+2,172
+7% +$111K 0.01% 1023
2021
Q3 		$1.37M Sell
29,809
-1,840
-6% -$95.6K 0.01% 1133
2021
Q2 		$1.73M Sell
31,649
-993
-3% -$55.5K 0.01% 1008
2021
Q1 		$1.71M Sell
32,642
-208
-0.6% -$9.71K 0.01% 958
2020
Q4 		$1.42M Sell
32,850
-809
-2% -$35.8K 0.01% 1019
2020
Q3 		$1.56M Buy
33,659
+3,641
+12% +$156K 0.01% 892
2020
Q2 		$1.02M Buy
30,018
+11,373
+61% +$341K 0.01% 1032
2020
Q1 		$416K Sell
18,645
-4,772
-20% -$184K ﹤0.01% 1324
2019
Q4 		$909K Sell
23,417
-2,275
-9% -$88.4K 0.01% 1139
2019
Q3 		$939K Sell
25,692
-11,819
-32% -$393K 0.01% 1070
2019
Q2 		$1.19M Buy
37,511
+1,244
+3% +$38.8K 0.01% 964
2019
Q1 		$1.01M Sell
36,267
-2,563
-7% -$69.8K 0.01% 1016
2018
Q4 		$1.01M Sell
38,830
-7,881
-17% -$195K 0.01% 922
2018
Q3 		$1.16M Buy
46,711
+166
+0.4% +$4.71K 0.01% 943
2018
Q2 		$1.34M Buy
46,545
+27,302
+142% +$821K 0.01% 836
2018
Q1 		$567K Sell
19,243
-912
-5% -$28.3K 0.01% 1260
2017
Q4 		$670K Sell
20,155
-4,273
-17% -$133K 0.01% 1158
2017
Q3 		$668K Buy
24,428
+3,691
+18% +$93.4K 0.01% 1112
2017
Q2 		$509K Buy
+20,737
New +$484K 0.01% 1170
2016
Q4 		– Sell
-11,844
Closed -$237K – 1714
2016
Q3 		$237K Buy
+11,844
New +$246K ﹤0.01% 1307
2015
Q3 		– Sell
-50,177
Closed -$1.01M – 1447
2015
Q2 		$1.01M Buy
+50,177
New +$1.02M 0.02% 792

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

Janney Montgomery Scott's PHM Position: Q1 2026 in Review

Janney Montgomery Scott sold out of Pultegroup (PHM) in Q1 2026, closing a stake of 117,650 shares — an estimated $13.8M sold.

Janney Montgomery Scott first reported a position in PHM in Q2 2015 and held it in 37 quarters. The position peaked at $46.8M in Q1 2024. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Janney Montgomery Scott reported no remaining Pultegroup position as of Q1 2026 after selling out during the quarter.
  • Janney Montgomery Scott sold 117,650 Pultegroup shares in Q1 2026, an estimated $13.8M.
  • Janney Montgomery Scott first reported a position in Pultegroup in Q2 2015 and held it in 37 quarters.
  • Janney Montgomery Scott's Pultegroup position peaked at $46.8M in Q1 2024.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.