Salem Investment Counselors’s Pultegroup PHM Stock Holding History

Salem Investment Counselors’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	$54.3K	Hold	395	–	–	﹤0.01%	594
2026 Q1	$46.6K	Buy	+395	New	+$50.6K	﹤0.01%	609
2025 Q4	–	Sell	-285	Closed	-$37.7K	–	932
2025 Q3	$37.7K	Hold	285	–	–	﹤0.01%	651
2025 Q2	$30.1K	Hold	285	–	–	﹤0.01%	668
2025 Q1	$29.4K	Hold	285	–	–	﹤0.01%	661
2024 Q4	$31.1K	Hold	285	–	–	﹤0.01%	665
2024 Q3	$41K	Hold	285	–	–	﹤0.01%	623
2024 Q2	$31.4K	Hold	285	–	–	﹤0.01%	650
2024 Q1	$34.4K	Hold	285	–	–	﹤0.01%	631
2023 Q4	$29.5K	Hold	285	–	–	﹤0.01%	645
2023 Q3	$21.1K	Hold	285	–	–	﹤0.01%	666
2023 Q2	$22.2K	Hold	285	–	–	﹤0.01%	674
2023 Q1	$16.7K	Hold	285	–	–	﹤0.01%	724
2022 Q4	$13K	Hold	285	–	–	﹤0.01%	741
2022 Q3	$11K	Hold	285	–	–	﹤0.01%	743
2022 Q2	$11K	Buy	+285	New	+$12K	﹤0.01%	768
2021 Q4	–	Sell	-19	Closed	-$1K	–	1101
2021 Q3	$1K	Hold	19	–	–	﹤0.01%	946
2021 Q2	$1K	Hold	19	–	–	﹤0.01%	874
2021 Q1	$1K	Sell	19 -9,981	-100%	-$466K	﹤0.01%	839
2020 Q4	$431K	Hold	10,000	–	–	0.03%	209
2020 Q3	$463K	Hold	10,000	–	–	0.04%	190
2020 Q2	$340K	Hold	10,000	–	–	0.03%	206
2020 Q1	$223K	Hold	10,000	–	–	0.02%	222
2019 Q4	$388K	Hold	10,000	–	–	0.03%	204
2019 Q3	$366K	Hold	10,000	–	–	0.03%	203
2019 Q2	$316K	Sell	10,000 -700	-7%	-$21.8K	0.03%	221
2019 Q1	$265K	Hold	10,700	–	–	0.03%	178
2018 Q4	$278K	Hold	10,700	–	–	0.04%	170
2018 Q3	$265K	Hold	10,700	–	–	0.03%	178
2018 Q2	$316K	Buy	10,700 +10,000	+1,429%	+$301K	0.03%	174
2018 Q1	$21K	Sell	700 -10,000	-93%	-$310K	﹤0.01%	386
2017 Q4	$356K	Hold	10,700	–	–	0.04%	175
2017 Q3	$292K	Sell	10,700 -20,000	-65%	-$506K	0.03%	180
2017 Q2	$753K	Buy	30,700 +20,000	+187%	+$467K	0.09%	136
2017 Q1	$252K	Hold	10,700	–	–	0.03%	223
2016 Q4	$197K	Sell	10,700 -1,100	-9%	-$20.9K	0.02%	237
2016 Q3	$2.37K	Hold	11,800	–	–	0.03%	205
2016 Q2	$230K	Sell	11,800 -3,600	-23%	-$66.7K	0.03%	234
2016 Q1	$288K	Sell	15,400 -1,000	-6%	-$17.1K	0.04%	216
2015 Q4	$292K	Sell	16,400 -500	-3%	-$9.33K	0.04%	216
2015 Q3	$316K	Hold	16,900	–	–	0.04%	211
2015 Q2	$341K	Sell	16,900 -8,100	-32%	-$164K	0.04%	221
2015 Q1	$556K	Sell	25,000 -100	-0.4%	-$2.18K	0.07%	193
2014 Q4	$539K	Sell	25,100 -1,100	-4%	-$21.9K	0.06%	186
2014 Q3	$463K	Sell	26,200 -2,650	-9%	-$49.9K	0.06%	197
2014 Q2	$582K	Sell	28,850 -1,000	-3%	-$19.2K	0.07%	181
2014 Q1	$573K	Buy	29,850 +1,200	+4%	+$23.7K	0.07%	181
2013 Q4	$584K	Sell	28,650 -1,190	-4%	-$21.1K	0.08%	175
2013 Q3	$492K	Buy	29,840 +450	+2%	+$7.67K	0.07%	192
2013 Q2	$558K	Buy	+29,390	New	+$611K	0.08%	169

Other funds holding PHM

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Milford Funds Auckland $6.14B AUM

IGAM

iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

Salem Investment Counselors's PHM Position: Q2 2026 in Review

Salem Investment Counselors held its Pultegroup (PHM) position steady in Q2 2026 at 395 shares worth $54.3K. The position accounts for ﹤0.01% of the portfolio, ranked #594.

Salem Investment Counselors first reported a position in PHM in Q2 2013 and has held it in 50 quarters since. The position peaked at $753K in Q2 2017. 366 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Salem Investment Counselors held 395 shares of Pultegroup worth $54.3K as of Q2 2026.
Salem Investment Counselors left its Pultegroup share count unchanged in Q2 2026.
Pultegroup made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #594 holding.
Salem Investment Counselors first reported a position in Pultegroup in Q2 2013 and has held it in 50 quarters since.
Salem Investment Counselors's Pultegroup position peaked at $753K in Q2 2017.
366 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.