MCM
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Monument Capital Management’s Pultegroup PHM Stock Holding History

Monument Capital 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 		$730K Buy
5,318
+2
+0% +$243 0.15% 130
2026
Q1 		$625K Sell
5,316
-23
-0.4% -$2.95K 0.16% 119
2025
Q4 		$626K Hold
5,339
– – 0.16% 116
2025
Q3 		$705K Hold
5,339
– – 0.18% 114
2025
Q2 		$563K Sell
5,339
-37,013
-87% -$3.73M 0.15% 118
2025
Q1 		$4.35M Sell
42,352
-64
-0.2% -$6.91K 1.34% 21
2024
Q4 		$4.62M Buy
42,416
+342
+0.8% +$44.4K 1.27% 20
2024
Q3 		$6.04M Buy
42,074
+171
+0.4% +$21.7K 1.67% 10
2024
Q2 		$4.61M Sell
41,903
-327
-0.8% -$37.1K 1.36% 17
2024
Q1 		$5.09M Sell
42,230
-533
-1% -$57.2K 1.47% 12
2023
Q4 		$4.41M Sell
42,763
-266
-0.6% -$22.6K 1.42% 14
2023
Q3 		$3.19M Buy
43,029
+1,037
+2% +$82.7K 1.07% 21
2023
Q2 		$3.26M Buy
41,992
+607
+1% +$41.1K 1.04% 25
2023
Q1 		$2.41M Sell
41,385
-610
-1% -$32.9K 0.81% 36
2022
Q4 		$1.91M Buy
41,995
+4,541
+12% +$191K 0.65% 52
2022
Q3 		$1.41M Buy
37,454
+3,770
+11% +$159K 0.53% 56
2022
Q2 		$1.33M Sell
33,684
-4,112
-11% -$173K 0.5% 60
2022
Q1 		$1.58M Buy
37,796
+140
+0.4% +$6.95K 0.51% 61
2021
Q4 		$2.15M Sell
37,656
-1,963
-5% -$101K 0.67% 53
2021
Q3 		$1.82M Sell
39,619
-1,113
-3% -$57.8K 0.62% 63
2021
Q2 		$2.22M Sell
40,732
-1,784
-4% -$99.7K 0.77% 54
2021
Q1 		$2.23M Buy
42,516
+3,491
+9% +$163K 0.89% 51
2020
Q4 		$1.68M Sell
39,025
-8,574
-18% -$380K 0.78% 61
2020
Q3 		$2.2M Buy
+47,599
New +$2.04M 1.16% 46

Other funds holding PHM

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
MF
Milford Funds Auckland $6.14B AUM
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

Monument Capital Management's PHM Position: Q2 2026 in Review

Monument Capital Management increased its Pultegroup (PHM) stake by 0.04% in Q2 2026, buying an estimated $243 and bringing the position to 5,318 shares worth $730K. The position accounts for 0.15% of the portfolio, ranked #130.

Monument Capital Management first reported a position in PHM in Q3 2020 and has held it in 24 quarters since. The position peaked at $6.04M in Q3 2024. 390 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Monument Capital Management held 5,318 shares of Pultegroup worth $730K as of Q2 2026.
  • Monument Capital Management bought 2 Pultegroup shares in Q2 2026, an estimated $243.
  • Pultegroup made up 0.15% of Monument Capital Management's portfolio in Q2 2026, its #130 holding.
  • Monument Capital Management first reported a position in Pultegroup in Q3 2020 and has held it in 24 quarters since.
  • Monument Capital Management's Pultegroup position peaked at $6.04M in Q3 2024.
  • 390 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.