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 Q3	$473K	Hold	4,074	–	–	0.27%	101
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

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

DCM

Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return

SRS

Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return

GSB

Greenfield Savings Bank Greenfield, Massachusetts $264M AUM 27.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AWM

Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

M.E. Allison & Co's PHM Position: Q3 2026 in Review

M.E. Allison & Co held its Pultegroup (PHM) position steady in Q3 2026 at 4,074 shares worth $473K. The position accounts for 0.27% of the portfolio, ranked #101.

M.E. Allison & Co first reported a position in PHM in Q4 2024 and has held it in 8 quarters since. The position peaked at $559K in Q2 2026. 38 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

M.E. Allison & Co held 4,074 shares of Pultegroup worth $473K as of Q3 2026.
M.E. Allison & Co left its Pultegroup share count unchanged in Q3 2026.
Pultegroup made up 0.27% of M.E. Allison & Co's portfolio in Q3 2026, its #101 holding.
M.E. Allison & Co first reported a position in Pultegroup in Q4 2024 and has held it in 8 quarters since.
M.E. Allison & Co's Pultegroup position peaked at $559K in Q2 2026.
38 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on M.E. Allison & Co's 13F filing for Q3 2026, filed 9 Oct 2026.