KWM
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Keebeck Wealth Management’s Pultegroup PHM Stock Holding History

Keebeck Wealth Management’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 		$623K Buy
5,285
+429
+9% +$54.9K 0.07% 205
2025
Q4 		$571K Buy
4,856
+60
+1% +$7.36K 0.07% 200
2025
Q3 		$635K Buy
4,796
+194
+4% +$24.1K 0.08% 183
2025
Q2 		$486K Sell
4,602
-18
-0.4% -$1.81K 0.06% 206
2025
Q1 		$476K Sell
4,620
-1,172
-20% -$127K 0.07% 172
2024
Q4 		$632K Buy
5,792
+162
+3% +$21K 0.09% 150
2024
Q3 		$809K Sell
5,630
-321
-5% -$40.8K 0.12% 139
2024
Q2 		$656K Buy
5,951
+3
+0.1% +$341 0.1% 152
2024
Q1 		$719K Hold
5,948
– – 0.11% 156
2023
Q4 		$615K Buy
5,948
+424
+8% +$36K 0.1% 157
2023
Q3 		$410K Hold
5,524
– – 0.07% 188
2023
Q2 		$430K Hold
5,524
– – 0.06% 190
2023
Q1 		$323K Buy
5,524
+90
+2% +$4.86K 0.05% 202
2022
Q4 		$248K Buy
5,434
+14
+0.3% +$590 0.04% 212
2022
Q3 		$204K Hold
5,420
– – 0.04% 221
2022
Q2 		$216K Buy
5,420
+6
+0.1% +$253 0.04% 220
2022
Q1 		$228K Buy
5,414
+5
+0.1% +$248 0.04% 223
2021
Q4 		$310K Hold
5,409
– – 0.06% 183
2021
Q3 		$249K Hold
5,409
– – 0.05% 188
2021
Q2 		$296K Buy
+5,409
New +$302K 0.04% 207
2020
Q4 		– Sell
-5,409
Closed -$251K – 207
2020
Q3 		$251K Hold
5,409
– – 0.05% 167
2020
Q2 		$184K Buy
+5,409
New +$162K 0.06% 159
2020
Q1 		– Sell
-5,409
Closed -$210K – 282
2019
Q4 		$210K Buy
+5,409
New +$210K 0.07% 140

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

Keebeck Wealth Management's PHM Position: Q1 2026 in Review

Keebeck Wealth Management increased its Pultegroup (PHM) stake by 8.8% in Q1 2026, buying an estimated $54.9K and bringing the position to 5,285 shares worth $623K. The position accounts for 0.07% of the portfolio, ranked #205.

Keebeck Wealth Management first reported a position in PHM in Q4 2019 and has held it in 23 quarters since. The position peaked at $809K in Q3 2024. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Keebeck Wealth Management held 5,285 shares of Pultegroup worth $623K as of Q1 2026.
  • Keebeck Wealth Management bought 429 Pultegroup shares in Q1 2026, an estimated $54.9K.
  • Pultegroup made up 0.07% of Keebeck Wealth Management's portfolio in Q1 2026, its #205 holding.
  • Keebeck Wealth Management first reported a position in Pultegroup in Q4 2019 and has held it in 23 quarters since.
  • Keebeck Wealth Management's Pultegroup position peaked at $809K in Q3 2024.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.