M.E. Allison & Co’s Pultegroup PHM Stock Holding History

M.E. Allison & Co’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	$559K	Hold	4,074	–	–	0.32%	85
2026 Q1	$479K	Hold	4,074	–	–	0.32%	84
2025 Q4	$478K	Hold	4,074	–	–	0.32%	84
2025 Q3	$538K	Hold	4,074	–	–	0.37%	69
2025 Q2	$430K	Hold	4,074	–	–	0.35%	77
2025 Q1	$419K	Hold	4,074	–	–	0.41%	71
2024 Q4	$444K	Buy	+4,074	New	+$529K	0.49%	56

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

M.E. Allison & Co's PHM Position: Q2 2026 in Review

M.E. Allison & Co held its Pultegroup (PHM) position steady in Q2 2026 at 4,074 shares worth $559K. The position accounts for 0.32% of the portfolio, ranked #85.

M.E. Allison & Co first reported a position in PHM in Q4 2024 and has held it in 7 quarters since. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

M.E. Allison & Co held 4,074 shares of Pultegroup worth $559K as of Q2 2026.
M.E. Allison & Co left its Pultegroup share count unchanged in Q2 2026.
Pultegroup made up 0.32% of M.E. Allison & Co's portfolio in Q2 2026, its #85 holding.
M.E. Allison & Co first reported a position in Pultegroup in Q4 2024 and has held it in 7 quarters since.
1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on M.E. Allison & Co's 13F filing for Q2 2026, filed 7 Jul 2026.