JT Stratford LLC’s Pultegroup PHM Stock Holding History

JT Stratford LLC’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	$463K	Sell	3,936 -259	-6%	-$33.2K	0.06%	220
2025 Q4	$492K	Sell	4,195 -1,908	-31%	-$234K	0.06%	218
2025 Q3	$806K	Sell	6,103 -4,341	-42%	-$539K	0.11%	165
2025 Q2	$1.1M	Sell	10,444 -1,159	-10%	-$117K	0.17%	139
2025 Q1	$1.19M	Sell	11,603 -1,291	-10%	-$139K	0.21%	122
2024 Q4	$1.4M	Buy	12,894 +446	+4%	+$57.9K	0.23%	102
2024 Q3	$1.79M	Sell	12,448 -121	-1%	-$15.4K	0.31%	77
2024 Q2	$1.38M	Buy	+12,569	New	+$1.43M	0.26%	90
2023 Q4	–	Sell	-10,666	Closed	-$790K	–	259
2023 Q3	$790K	Buy	+10,666	New	+$850K	0.2%	125

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

JT Stratford LLC's PHM Position: Q1 2026 in Review

JT Stratford LLC reduced its Pultegroup (PHM) stake by 6.2% in Q1 2026, selling an estimated $33.2K and leaving 3,936 shares worth $463K. The position accounts for 0.06% of the portfolio, ranked #220.

JT Stratford LLC first reported a position in PHM in Q3 2023 and has held it in 9 quarters since. The position peaked at $1.79M in Q3 2024. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

JT Stratford LLC held 3,936 shares of Pultegroup worth $463K as of Q1 2026.
JT Stratford LLC sold 259 Pultegroup shares in Q1 2026, an estimated $33.2K.
Pultegroup made up 0.06% of JT Stratford LLC's portfolio in Q1 2026, its #220 holding.
JT Stratford LLC first reported a position in Pultegroup in Q3 2023 and has held it in 9 quarters since.
JT Stratford LLC's Pultegroup position peaked at $1.79M in Q3 2024.
1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on JT Stratford LLC's 13F filing for Q1 2026, filed 15 May 2026.