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Laurel Wealth Advisors (North Carolina)’s Pultegroup PHM Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-111
Closed -$13K – 505
2025
Q4 		$13K Buy
+111
New +$13.6K ﹤0.01% 461
2025
Q2 		– Sell
-100
Closed -$10.3K – 530
2025
Q1 		$10.3K Hold
100
– – ﹤0.01% 471
2024
Q4 		$10.9K Hold
100
– – ﹤0.01% 479
2024
Q3 		$14.4K Hold
100
– – ﹤0.01% 432
2024
Q2 		$11K Buy
+100
New +$11.4K ﹤0.01% 420

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GA
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T. Rowe Price Associates
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
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Laurel Wealth Advisors (North Carolina)'s PHM Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Pultegroup (PHM) in Q1 2026, closing a stake of 111 shares — an estimated $13K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in PHM in Q2 2024 and held it in 5 quarters. The position peaked at $14.4K in Q3 2024. 1,033 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Pultegroup position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 111 Pultegroup shares in Q1 2026, an estimated $13K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Pultegroup in Q2 2024 and held it in 5 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Pultegroup position peaked at $14.4K in Q3 2024.
  • 1,033 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.