PJWM
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Philip James Wealth Mangement’s Humana HUM Stock Holding History

Philip James Wealth Mangement’s Portfolio HUM Stock Details HUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$224K Sell
1,290
-100
-7% -$20.5K 0.03% 153
2025
Q4 		$356K Sell
1,390
-29
-2% -$7.6K 0.04% 140
2025
Q3 		$369K Buy
1,419
+507
+56% +$133K 0.04% 133
2025
Q2 		$223K Buy
912
+27
+3% +$6.73K 0.03% 159
2025
Q1 		$234K Buy
+885
New +$239K 0.03% 154

Other funds holding HUM

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Philip James Wealth Mangement's HUM Position: Q1 2026 in Review

Philip James Wealth Mangement reduced its Humana (HUM) stake by 7.2% in Q1 2026, selling an estimated $20.5K and leaving 1,290 shares worth $224K. The position accounts for 0.03% of the portfolio, ranked #153.

Philip James Wealth Mangement first reported a position in HUM in Q1 2025 and has held it in 5 quarters since. The position peaked at $369K in Q3 2025. 779 funds tracked by Wall St. Rank hold HUM as of Q1 2026.

  • Philip James Wealth Mangement held 1,290 shares of Humana worth $224K as of Q1 2026.
  • Philip James Wealth Mangement sold 100 Humana shares in Q1 2026, an estimated $20.5K.
  • Humana made up 0.03% of Philip James Wealth Mangement's portfolio in Q1 2026, its #153 holding.
  • Philip James Wealth Mangement first reported a position in Humana in Q1 2025 and has held it in 5 quarters since.
  • Philip James Wealth Mangement's Humana position peaked at $369K in Q3 2025.
  • 779 funds tracked by Wall St. Rank held Humana as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.