MIM
PHM icon

Montgomery Investment Management’s Pultegroup PHM Stock Holding History

Montgomery Investment Management’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 		$871K Hold
6,350
– – 0.26% 60
2026
Q1 		$747K Buy
6,350
+350
+6% +$44.8K 0.25% 56
2025
Q4 		$704K Hold
6,000
– – 0.25% 54
2025
Q3 		$793K Hold
6,000
– – 0.28% 53
2025
Q2 		$633K Buy
+6,000
New +$605K 0.24% 58

Other funds holding PHM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Montgomery Investment Management's PHM Position: Q2 2026 in Review

Montgomery Investment Management held its Pultegroup (PHM) position steady in Q2 2026 at 6,350 shares worth $871K. The position accounts for 0.26% of the portfolio, ranked #60.

Montgomery Investment Management first reported a position in PHM in Q2 2025 and has held it in 5 quarters since. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Montgomery Investment Management held 6,350 shares of Pultegroup worth $871K as of Q2 2026.
  • Montgomery Investment Management left its Pultegroup share count unchanged in Q2 2026.
  • Pultegroup made up 0.26% of Montgomery Investment Management's portfolio in Q2 2026, its #60 holding.
  • Montgomery Investment Management first reported a position in Pultegroup in Q2 2025 and has held it in 5 quarters since.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Montgomery Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.