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Midwest Trust’s Pultegroup PHM Stock Holding History

Midwest Trust’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
Q1 		$377K Sell
3,208
-172
-5% -$22K ﹤0.01% 476
2025
Q4 		$396K Hold
3,380
– – ﹤0.01% 456
2025
Q3 		$447K Sell
3,380
-180
-5% -$22.4K 0.01% 438
2025
Q2 		$375K Buy
+3,560
New +$359K 0.01% 471

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 $6.07B AUM 11.2% 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

Midwest Trust's PHM Position: Q1 2026 in Review

Midwest Trust reduced its Pultegroup (PHM) stake by 5.1% in Q1 2026, selling an estimated $22K and leaving 3,208 shares worth $377K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

Midwest Trust first reported a position in PHM in Q2 2025 and has held it in 4 quarters since. The position peaked at $447K in Q3 2025. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Midwest Trust held 3,208 shares of Pultegroup worth $377K as of Q1 2026.
  • Midwest Trust sold 172 Pultegroup shares in Q1 2026, an estimated $22K.
  • Pultegroup made up ﹤0.01% of Midwest Trust's portfolio in Q1 2026, its #476 holding.
  • Midwest Trust first reported a position in Pultegroup in Q2 2025 and has held it in 4 quarters since.
  • Midwest Trust's Pultegroup position peaked at $447K in Q3 2025.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.