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Lloyd Advisory Services’s Pultegroup PHM Stock Holding History

Lloyd Advisory Services’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 		$24.7K Buy
180
+161
+847% +$19.6K 0.01% 299
2026
Q1 		$2.24K Sell
19
-264
-93% -$33.8K ﹤0.01% 650
2025
Q4 		$33.2K Buy
+283
New +$34.7K 0.01% 270
2020
Q1 		– Sell
-18
Closed -$1K – 367
2019
Q4 		$1K Buy
+18
New +$699 ﹤0.01% 340

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

Lloyd Advisory Services's PHM Position: Q2 2026 in Review

Lloyd Advisory Services increased its Pultegroup (PHM) stake by 847% in Q2 2026, buying an estimated $19.6K and bringing the position to 180 shares worth $24.7K. The position accounts for 0.01% of the portfolio, ranked #299.

Lloyd Advisory Services first reported a position in PHM in Q4 2019 and has held it in 4 quarters since. The position peaked at $33.2K in Q4 2025. 1,035 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Lloyd Advisory Services held 180 shares of Pultegroup worth $24.7K as of Q2 2026.
  • Lloyd Advisory Services bought 161 Pultegroup shares in Q2 2026, an estimated $19.6K.
  • Pultegroup made up 0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #299 holding.
  • Lloyd Advisory Services first reported a position in Pultegroup in Q4 2019 and has held it in 4 quarters since.
  • Lloyd Advisory Services's Pultegroup position peaked at $33.2K in Q4 2025.
  • 1,035 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.