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Leavell Investment Management’s Pultegroup PHM Stock Holding History

Leavell Investment 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
Q2 		$309K Sell
2,249
-270
-11% -$32.8K 0.01% 528
2026
Q1 		$297K Sell
2,519
-5
-0.2% -$640 0.01% 521
2025
Q4 		$297K Buy
2,524
+21
+0.8% +$2.58K 0.01% 502
2025
Q3 		$331K Buy
2,503
+243
+11% +$30.2K 0.01% 489
2025
Q2 		$239K Buy
2,260
+102
+5% +$10.3K 0.01% 532
2025
Q1 		$222K Buy
2,158
+320
+17% +$34.6K 0.01% 515
2024
Q4 		$201K Buy
1,838
+229
+14% +$29.7K 0.01% 530
2024
Q3 		$231K Buy
+1,609
New +$205K 0.01% 501
2019
Q2 		– Sell
-10,500
Closed -$295K – 385
2019
Q1 		$295K Sell
10,500
-500
-5% -$13.6K 0.03% 313
2018
Q4 		$287K Sell
11,000
-2,000
-15% -$49.5K 0.04% 306
2018
Q3 		$323K Buy
13,000
+500
+4% +$14.2K 0.03% 308
2018
Q2 		$361K Buy
+12,500
New +$376K 0.04% 298

Other funds holding PHM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Leavell Investment Management's PHM Position: Q2 2026 in Review

Leavell Investment Management reduced its Pultegroup (PHM) stake by 11% in Q2 2026, selling an estimated $32.8K and leaving 2,249 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #528.

Leavell Investment Management first reported a position in PHM in Q2 2018 and has held it in 12 quarters since. The position peaked at $361K in Q2 2018. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Leavell Investment Management held 2,249 shares of Pultegroup worth $309K as of Q2 2026.
  • Leavell Investment Management sold 270 Pultegroup shares in Q2 2026, an estimated $32.8K.
  • Pultegroup made up 0.01% of Leavell Investment Management's portfolio in Q2 2026, its #528 holding.
  • Leavell Investment Management first reported a position in Pultegroup in Q2 2018 and has held it in 12 quarters since.
  • Leavell Investment Management's Pultegroup position peaked at $361K in Q2 2018.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.