Pinnacle Wealth Planning Services’s Pultegroup PHM Stock Holding History

Pinnacle Wealth Planning Services’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	$165K	Buy	1,405 +8	+0.6%	+$1.02K	0.02%	547
2025 Q4	$164K	Buy	+1,397	New	+$171K	0.02%	545
2024 Q4	–	Sell	-1,727	Closed	-$248K	–	524
2024 Q3	$248K	Sell	1,727 -1,266	-42%	-$161K	0.03%	369
2024 Q2	$330K	Sell	2,993 -1,270	-30%	-$144K	0.05%	263
2024 Q1	$514K	Buy	4,263 +37	+0.9%	+$3.97K	0.08%	182
2023 Q4	$436K	Sell	4,226 -510	-11%	-$43.3K	0.07%	193
2023 Q3	$351K	Sell	4,736 -84	-2%	-$6.7K	0.06%	221
2023 Q2	$374K	Buy	4,820 +37	+0.8%	+$2.51K	0.06%	215
2023 Q1	$279K	Sell	4,783 -39	-0.8%	-$2.11K	0.05%	285
2022 Q4	$220K	Buy	+4,822	New	+$203K	0.04%	338
2021 Q1	–	Sell	-1,281	Closed	-$55K	–	1507
2020 Q4	$55K	Buy	+1,281	New	+$56.8K	0.01%	747

Other funds holding PHM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

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

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

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

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

Pinnacle Wealth Planning Services's PHM Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Pultegroup (PHM) stake by 0.57% in Q1 2026, buying an estimated $1.02K and bringing the position to 1,405 shares worth $165K. The position accounts for 0.02% of the portfolio, ranked #547.

Pinnacle Wealth Planning Services first reported a position in PHM in Q4 2020 and has held it in 11 quarters since. The position peaked at $514K in Q1 2024. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

Pinnacle Wealth Planning Services held 1,405 shares of Pultegroup worth $165K as of Q1 2026.
Pinnacle Wealth Planning Services bought 8 Pultegroup shares in Q1 2026, an estimated $1.02K.
Pultegroup made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #547 holding.
Pinnacle Wealth Planning Services first reported a position in Pultegroup in Q4 2020 and has held it in 11 quarters since.
Pinnacle Wealth Planning Services's Pultegroup position peaked at $514K in Q1 2024.
1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.