LBP AM
PHM icon

LBP AM’s Pultegroup PHM Stock Holding History

LBP AM’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
Q3 		$1.32M Buy
+11,342
New +$1.43M 0.01% 392
2024
Q4 		– Sell
-10,098
Closed -$1.45M – 402
2024
Q3 		$1.45M Sell
10,098
-533
-5% -$67.8K 0.02% 268
2024
Q2 		$1.17M Hold
10,631
– – 0.05% 201
2024
Q1 		$1.28M Sell
10,631
-1,079
-9% -$116K 0.05% 209
2023
Q4 		$1.21M Hold
11,710
– – 0.03% 314
2023
Q3 		$867K Buy
11,710
+5,068
+76% +$404K 0.02% 376
2023
Q2 		$516K Hold
6,642
– – 0.01% 384
2023
Q1 		$387K Buy
+6,642
New +$359K 0.01% 440

Other funds holding PHM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

LBP AM's PHM Position: Q3 2026 in Review

LBP AM opened a new position in Pultegroup (PHM) in Q3 2026: 11,342 shares worth $1.32M. The stake represents 0.01% of the portfolio and ranks #392 among its holdings. This is a return to the name: LBP AM previously reported a position in PHM as recently as Q3 2024.

LBP AM first reported a position in PHM in Q1 2023 and has held it in 8 quarters since. The position peaked at $1.45M in Q3 2024. 573 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • LBP AM held 11,342 shares of Pultegroup worth $1.32M as of Q3 2026.
  • Pultegroup was a new LBP AM position in Q3 2026.
  • Pultegroup made up 0.01% of LBP AM's portfolio in Q3 2026, its #392 holding.
  • LBP AM first reported a position in Pultegroup in Q1 2023 and has held it in 8 quarters since.
  • LBP AM's Pultegroup position peaked at $1.45M in Q3 2024.
  • 573 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on LBP AM's 13F filing for Q3 2026, filed 6 Nov 2026.