LVW Advisors
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LVW Advisors’s Pultegroup PHM Stock Holding History

LVW Advisors’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
Q3 		$1.7M Buy
14,668
+2,514
+21% +$316K 0.14% 86
2026
Q2 		$1.67M Buy
12,154
+3,387
+39% +$411K 0.14% 87
2026
Q1 		$1.03M Buy
8,767
+5,215
+147% +$668K 0.1% 116
2025
Q4 		$417K Buy
3,552
+925
+35% +$113K 0.04% 221
2025
Q3 		$347K Sell
2,627
-2,543
-49% -$316K 0.04% 256
2025
Q2 		$545K Sell
5,170
-1,783
-26% -$180K 0.06% 182
2025
Q1 		$715K Sell
6,953
-2,659
-28% -$287K 0.09% 135
2024
Q4 		$1.05M Sell
9,612
-597
-6% -$77.5K 0.13% 106
2024
Q3 		$1.47M Buy
10,209
+2,298
+29% +$292K 0.19% 86
2024
Q2 		$871K Buy
7,911
+5,754
+267% +$653K 0.13% 104
2024
Q1 		$260K Buy
+2,157
New +$231K 0.04% 243

Other funds holding PHM

GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

LVW Advisors's PHM Position: Q3 2026 in Review

LVW Advisors increased its Pultegroup (PHM) stake by 21% in Q3 2026, buying an estimated $316K and bringing the position to 14,668 shares worth $1.7M. The position accounts for 0.14% of the portfolio, ranked #86.

LVW Advisors first reported a position in PHM in Q1 2024 and has held it in 11 quarters since. 526 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • LVW Advisors held 14,668 shares of Pultegroup worth $1.7M as of Q3 2026.
  • LVW Advisors bought 2,514 Pultegroup shares in Q3 2026, an estimated $316K.
  • Pultegroup made up 0.14% of LVW Advisors's portfolio in Q3 2026, its #86 holding.
  • LVW Advisors first reported a position in Pultegroup in Q1 2024 and has held it in 11 quarters since.
  • 526 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.