Moody Lynn & Lieberson’s Pultegroup PHM Stock Holding History

Moody Lynn & Lieberson’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
2025 Q4	–	Sell	-3,711	Closed	-$490K	–	274
2025 Q3	$490K	Buy	+3,711	New	+$461K	0.03%	173

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Moody Lynn & Lieberson's PHM Position: Q4 2025 in Review

Moody Lynn & Lieberson sold out of Pultegroup (PHM) in Q4 2025, closing a stake of 3,711 shares — an estimated $490K sold.

Moody Lynn & Lieberson first reported a position in PHM in Q3 2025 and held it in 1 quarter. The position peaked at $490K in Q3 2025. 1,031 funds tracked by Wall St. Rank hold PHM as of Q4 2025.

Moody Lynn & Lieberson reported no remaining Pultegroup position as of Q4 2025 after selling out during the quarter.
Moody Lynn & Lieberson sold 3,711 Pultegroup shares in Q4 2025, an estimated $490K.
Moody Lynn & Lieberson first reported a position in Pultegroup in Q3 2025 and held it in 1 quarter.
Moody Lynn & Lieberson's Pultegroup position peaked at $490K in Q3 2025.
1,031 funds tracked by Wall St. Rank held Pultegroup as of Q4 2025.

Based on Moody Lynn & Lieberson's 13F filing for Q4 2025, filed 15 Jan 2026.