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 Q2	$747K	Buy	5,444 +1,508	+38%	+$183K	0.08%	182
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 $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JT Stratford LLC's PHM Position: Q2 2026 in Review

JT Stratford LLC increased its Pultegroup (PHM) stake by 38% in Q2 2026, buying an estimated $183K and bringing the position to 5,444 shares worth $747K. The position accounts for 0.08% of the portfolio, ranked #182.

JT Stratford LLC first reported a position in PHM in Q3 2023 and has held it in 10 quarters since. The position peaked at $1.79M in Q3 2024. 1,043 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

JT Stratford LLC held 5,444 shares of Pultegroup worth $747K as of Q2 2026.
JT Stratford LLC bought 1,508 Pultegroup shares in Q2 2026, an estimated $183K.
Pultegroup made up 0.08% of JT Stratford LLC's portfolio in Q2 2026, its #182 holding.
JT Stratford LLC first reported a position in Pultegroup in Q3 2023 and has held it in 10 quarters since.
JT Stratford LLC's Pultegroup position peaked at $1.79M in Q3 2024.
1,043 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on JT Stratford LLC's 13F filing for Q2 2026, filed 14 Aug 2026.