Liberty Wealth Management’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $657K | Hold |
5,582
| – | – | 0.08% | 129 |
|
|
2026
Q1 | $657K | Buy |
5,582
+12
| +0.2% | +$1.54K | 0.08% | 129 |
|
|
2025
Q4 | $653K | Buy |
5,570
+10
| +0.2% | +$1.23K | 0.08% | 117 |
|
|
2025
Q3 | $735K | Buy |
5,560
+9
| +0.2% | +$1.12K | 0.1% | 103 |
|
|
2025
Q2 | $585K | Buy |
5,551
+13
| +0.2% | +$1.31K | 0.09% | 114 |
|
|
2025
Q1 | $569K | Buy |
5,538
+2
| +0% | +$216 | 0.11% | 82 |
|
|
2024
Q4 | $603K | Buy |
5,536
+17
| +0.3% | +$2.21K | 0.1% | 103 |
|
|
2024
Q3 | $792K | Sell |
5,519
-9
| -0.2% | -$1.14K | 0.13% | 88 |
|
|
2024
Q2 | $609K | Buy |
5,528
+29
| +0.5% | +$3.29K | 0.11% | 103 |
|
|
2024
Q1 | $663K | Buy |
5,499
+10
| +0.2% | +$1.07K | 0.13% | 90 |
|
|
2023
Q4 | $567K | Buy |
5,489
+12
| +0.2% | +$1.02K | 0.12% | 91 |
|
|
2023
Q3 | $406K | Buy |
5,477
+11
| +0.2% | +$877 | 0.1% | 104 |
|
|
2023
Q2 | $425K | Sell |
5,466
-24
| -0.4% | -$1.63K | 0.1% | 109 |
|
|
2023
Q1 | $321K | Buy |
+5,490
| New | +$296K | 0.07% | 165 |
|
|
2022
Q3 | $202K | Buy |
5,410
+21
| +0.4% | +$883 | 0.05% | 141 |
|
|
2022
Q2 | $213K | Buy |
5,389
+4
| +0.1% | +$168 | 0.09% | 131 |
|
|
2022
Q1 | $225K | Buy |
5,385
+14
| +0.3% | +$695 | 0.08% | 133 |
|
|
2021
Q4 | $307K | Sell |
5,371
-6,171
| -53% | -$316K | 0.01% | 122 |
|
|
2021
Q3 | $531K | Buy |
11,542
+60
| +0.5% | +$3.12K | 0.19% | 77 |
|
|
2021
Q2 | $627K | Buy |
11,482
+31
| +0.3% | +$1.73K | 0.24% | 58 |
|
|
2021
Q1 | $512K | Hold |
11,451
| – | – | 0.25% | 62 |
|
|
2020
Q4 | $512K | Buy |
11,451
+97
| +0.9% | +$4.3K | 0.25% | 62 |
|
|
2020
Q3 | $526K | Buy |
11,354
+40
| +0.4% | +$1.71K | 0.31% | 49 |
|
|
2020
Q2 | $385K | Buy |
11,314
+64
| +0.6% | +$1.92K | 0.27% | 60 |
|
|
2020
Q1 | $251K | Sell |
11,250
-344
| -3% | -$13.3K | 0.22% | 69 |
|
|
2019
Q4 | $450K | Buy |
11,594
+34
| +0.3% | +$1.32K | 0.35% | 55 |
|
|
2019
Q3 | $423K | Buy |
11,560
+418
| +4% | +$13.9K | 0.4% | 49 |
|
|
2019
Q2 | $352K | Sell |
11,142
-406
| -4% | -$12.7K | 0.31% | 72 |
|
|
2019
Q1 | $322K | Sell |
11,548
-798
| -6% | -$21.7K | 0.24% | 63 |
|
|
2018
Q4 | $320K | Buy |
+12,346
| New | +$305K | 0.24% | 57 |
|
Other funds holding PHM
GA
Liberty Wealth Management's PHM Position: Q2 2026 in Review
Liberty Wealth Management held its Pultegroup (PHM) position steady in Q2 2026 at 5,582 shares worth $657K. The position accounts for 0.08% of the portfolio, ranked #129.
Liberty Wealth Management first reported a position in PHM in Q4 2018 and has held it in 30 quarters since. The position peaked at $792K in Q3 2024. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.
- Liberty Wealth Management held 5,582 shares of Pultegroup worth $657K as of Q2 2026.
- Liberty Wealth Management left its Pultegroup share count unchanged in Q2 2026.
- Pultegroup made up 0.08% of Liberty Wealth Management's portfolio in Q2 2026, its #129 holding.
- Liberty Wealth Management first reported a position in Pultegroup in Q4 2018 and has held it in 30 quarters since.
- Liberty Wealth Management's Pultegroup position peaked at $792K in Q3 2024.
- 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.
Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.