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LRI Investments’s Pultegroup PHM Stock Holding History

LRI Investments’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 		$32K Sell
233
-497
-68% -$60.4K ﹤0.01% 639
2026
Q1 		$85.9K Buy
730
+509
+230% +$65.2K 0.01% 437
2025
Q4 		$25.9K Hold
221
– – ﹤0.01% 655
2025
Q3 		$29.2K Hold
221
– – ﹤0.01% 638
2025
Q2 		$23.3K Hold
221
– – ﹤0.01% 675
2025
Q1 		$22.7K Sell
221
-45
-17% -$4.86K ﹤0.01% 648
2024
Q4 		$29K Hold
266
– – ﹤0.01% 609
2024
Q3 		$34.4K Buy
266
+58
+28% +$7.37K ﹤0.01% 565
2024
Q2 		$22.9K Sell
208
-28
-12% -$3.18K ﹤0.01% 585
2024
Q1 		$28.5K Buy
+236
New +$25.3K 0.01% 332

Other funds holding PHM

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
MF
Milford Funds Auckland $6.14B AUM
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

LRI Investments's PHM Position: Q2 2026 in Review

LRI Investments reduced its Pultegroup (PHM) stake by 68% in Q2 2026, selling an estimated $60.4K and leaving 233 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #639.

LRI Investments first reported a position in PHM in Q1 2024 and has held it in 10 quarters since. The position peaked at $85.9K in Q1 2026. 393 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • LRI Investments held 233 shares of Pultegroup worth $32K as of Q2 2026.
  • LRI Investments sold 497 Pultegroup shares in Q2 2026, an estimated $60.4K.
  • Pultegroup made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #639 holding.
  • LRI Investments first reported a position in Pultegroup in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Pultegroup position peaked at $85.9K in Q1 2026.
  • 393 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.