Lombard Odier Asset Management (Switzerland)’s Pultegroup PHM Stock Holding History

Lombard Odier Asset Management (Switzerland)’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	$1.2M	Sell	8,768 -632	-7%	-$76.8K	0.04%	292
2026 Q1	$1.11M	Buy	+9,400	New	+$1.2M	0.04%	282
2024 Q2	–	Sell	-5,371	Closed	-$648K	–	316
2024 Q1	$648K	Buy	+5,371	New	+$576K	0.05%	277
2022 Q1	–	Sell	-500,000	Closed	-$28.6M	–	335
2021 Q4	$28.6M	Buy	500,000 +24,266	+5%	+$1.24M	1.82%	15
2021 Q3	$21.8M	Sell	475,734 -765	-0.2%	-$39.8K	1.36%	33
2021 Q2	$26M	Sell	476,499 -24,125	-5%	-$1.35M	1.32%	23
2021 Q1	$26.3M	Sell	500,624 -2,053	-0.4%	-$95.8K	1.74%	10
2020 Q4	$21.7M	Buy	502,677 +127,677	+34%	+$5.66M	2.44%	12
2020 Q3	$17.4M	Buy	+375,000	New	+$16M	1.83%	14
2017 Q4	–	Sell	-54,915	Closed	-$1.5M	–	377
2017 Q3	$1.5M	Buy	54,915 +5,762	+12%	+$146K	0.15%	145
2017 Q2	$1.21M	Sell	49,153 -4,939	-9%	-$115K	0.14%	157
2017 Q1	$1.27M	Buy	+54,092	New	+$1.17M	0.14%	158
2016 Q3	–	Sell	-42,080	Closed	-$820K	–	235
2016 Q2	$820K	Buy	42,080 +4,543	+12%	+$84.2K	0.11%	155
2016 Q1	$702K	Buy	+37,537	New	+$640K	0.08%	171
2014 Q4	–	Sell	-40,800	Closed	-$724K	–	611
2014 Q3	$724K	Buy	+40,800	New	+$769K	0.02%	611

Other funds holding PHM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Lombard Odier Asset Management (Switzerland)'s PHM Position: Q2 2026 in Review

Lombard Odier Asset Management (Switzerland) reduced its Pultegroup (PHM) stake by 6.7% in Q2 2026, selling an estimated $76.8K and leaving 8,768 shares worth $1.2M. The position accounts for 0.04% of the portfolio, ranked #292.

Lombard Odier Asset Management (Switzerland) first reported a position in PHM in Q3 2014 and has held it in 15 quarters since. The position peaked at $28.6M in Q4 2021. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Lombard Odier Asset Management (Switzerland) held 8,768 shares of Pultegroup worth $1.2M as of Q2 2026.
Lombard Odier Asset Management (Switzerland) sold 632 Pultegroup shares in Q2 2026, an estimated $76.8K.
Pultegroup made up 0.04% of Lombard Odier Asset Management (Switzerland)'s portfolio in Q2 2026, its #292 holding.
Lombard Odier Asset Management (Switzerland) first reported a position in Pultegroup in Q3 2014 and has held it in 15 quarters since.
Lombard Odier Asset Management (Switzerland)'s Pultegroup position peaked at $28.6M in Q4 2021.
1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q2 2026, filed 14 Aug 2026.