OC
PHM icon

Oppenheimer & Co’s Pultegroup PHM Stock Holding History

Oppenheimer & 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
Q1 		$4.66M Sell
39,644
-22,551
-36% -$2.89M 0.06% 349
2025
Q4 		$7.29M Buy
62,195
+13,092
+27% +$1.61M 0.1% 222
2025
Q3 		$6.49M Buy
49,103
+2,524
+5% +$313K 0.08% 272
2025
Q2 		$4.91M Sell
46,579
-1,487
-3% -$150K 0.07% 319
2025
Q1 		$4.94M Sell
48,066
-1,573
-3% -$170K 0.07% 292
2024
Q4 		$5.41M Sell
49,639
-3,810
-7% -$495K 0.08% 271
2024
Q3 		$7.67M Sell
53,449
-963
-2% -$122K 0.12% 192
2024
Q2 		$5.99M Sell
54,412
-6,346
-10% -$721K 0.1% 233
2024
Q1 		$7.33M Buy
60,758
+8,632
+17% +$926K 0.12% 196
2023
Q4 		$5.38M Buy
52,126
+2,740
+6% +$233K 0.1% 234
2023
Q3 		$3.66M Sell
49,386
-1,156
-2% -$92.2K 0.08% 295
2023
Q2 		$3.93M Sell
50,542
-4,565
-8% -$309K 0.08% 285
2023
Q1 		$3.21M Buy
55,107
+3,864
+8% +$209K 0.07% 318
2022
Q4 		$2.33M Buy
51,243
+1,360
+3% +$57.3K 0.05% 401
2022
Q3 		$1.87M Sell
49,883
-2,611
-5% -$110K 0.04% 458
2022
Q2 		$2.08M Sell
52,494
-456
-0.9% -$19.2K 0.04% 449
2022
Q1 		$2.22M Buy
52,950
+2,224
+4% +$110K 0.04% 475
2021
Q4 		$2.9M Sell
50,726
-868
-2% -$44.5K 0.05% 400
2021
Q3 		$2.37M Buy
51,594
+5,763
+13% +$299K 0.04% 454
2021
Q2 		$2.5M Buy
45,831
+752
+2% +$42K 0.04% 439
2021
Q1 		$2.36M Buy
45,079
+8,400
+23% +$392K 0.05% 421
2020
Q4 		$1.58M Buy
36,679
+2,124
+6% +$94.1K 0.03% 505
2020
Q3 		$1.6M Buy
+34,555
New +$1.48M 0.04% 441
2018
Q3 		– Sell
-14,844
Closed -$427K – 1383
2018
Q2 		$427K Buy
+14,844
New +$447K 0.01% 930
2018
Q1 		– Sell
-12,011
Closed -$399K – 1377
2017
Q4 		$399K Buy
12,011
+1,545
+15% +$48K 0.01% 948
2017
Q3 		$286K Sell
10,466
-13,701
-57% -$347K 0.01% 1055
2017
Q2 		$593K Sell
24,167
-293
-1% -$6.84K 0.02% 774
2017
Q1 		$576K Sell
24,460
-8,308
-25% -$179K 0.02% 749
2016
Q4 		$602K Buy
32,768
+17,284
+112% +$328K 0.02% 743
2016
Q3 		$310K Sell
15,484
-8,962
-37% -$186K 0.01% 974
2016
Q2 		$477K Buy
24,446
+1,922
+9% +$35.6K 0.01% 806
2016
Q1 		$421K Sell
22,524
-11,462
-34% -$195K 0.01% 812
2015
Q4 		$605K Buy
33,986
+7,750
+30% +$145K 0.02% 710
2015
Q3 		$495K Buy
26,236
+10,248
+64% +$209K 0.02% 810
2015
Q2 		$322K Sell
15,988
-4,800
-23% -$97.4K 0.01% 1066
2015
Q1 		$462K Buy
+20,788
New +$453K 0.01% 901
2014
Q1 		– Sell
-164,271
Closed -$3.35M – 1454
2013
Q4 		$3.35M Buy
164,271
+144,103
+715% +$2.56M 0.11% 226
2013
Q3 		$333K Buy
20,168
+5,719
+40% +$97.5K 0.01% 928
2013
Q2 		$274K Buy
+14,449
New +$300K 0.01% 965

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 $8.66B AUM 17.37% 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

Oppenheimer & Co's PHM Position: Q1 2026 in Review

Oppenheimer & Co reduced its Pultegroup (PHM) stake by 36% in Q1 2026, selling an estimated $2.89M and leaving 39,644 shares worth $4.66M. The position accounts for 0.06% of the portfolio, ranked #349.

Oppenheimer & Co first reported a position in PHM in Q2 2013 and has held it in 39 quarters since. The position peaked at $7.67M in Q3 2024. 1,029 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Oppenheimer & Co held 39,644 shares of Pultegroup worth $4.66M as of Q1 2026.
  • Oppenheimer & Co sold 22,551 Pultegroup shares in Q1 2026, an estimated $2.89M.
  • Pultegroup made up 0.06% of Oppenheimer & Co's portfolio in Q1 2026, its #349 holding.
  • Oppenheimer & Co first reported a position in Pultegroup in Q2 2013 and has held it in 39 quarters since.
  • Oppenheimer & Co's Pultegroup position peaked at $7.67M in Q3 2024.
  • 1,029 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.