LPL Financial
PHM icon

LPL Financial’s Pultegroup PHM Stock Holding History

LPL Financial’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
2021
Q2 		– Sell
-24,300
Closed -$1.27M – 4290
2021
Q1 		$1.27M Buy
+24,300
New +$1.13M ﹤0.01% 2189
2020
Q4 		– Sell
-31,800
Closed -$1.47M – 3848
2020
Q3 		$1.47M Sell
31,800
-600
-2% -$25.7K ﹤0.01% 1642
2020
Q2 		$1.1M Buy
+32,400
New +$973K ﹤0.01% 1748

Other funds holding PHM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LPL Financial's PHM Position: Q1 2026 in Review

LPL Financial reduced its Pultegroup (PHM) stake by 40% in Q1 2026, selling an estimated $18.9M and leaving 224,907 shares worth $26.5M. The position accounts for 0.01% of the portfolio, ranked #1289.

LPL Financial first reported a position in PHM in Q2 2013 and has held it in 52 quarters since. The position peaked at $52.9M in Q3 2025. 1,029 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • LPL Financial held 224,907 shares of Pultegroup worth $26.5M as of Q1 2026.
  • LPL Financial sold 147,761 Pultegroup shares in Q1 2026, an estimated $18.9M.
  • Pultegroup made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1289 holding.
  • LPL Financial first reported a position in Pultegroup in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's Pultegroup position peaked at $52.9M in Q3 2025.
  • 1,029 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.