Salomon & Ludwin’s Pultegroup PHM Stock Holding History

Salomon & Ludwin’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	$16.7K	Hold	142	–	–	﹤0.01%	1219
2025 Q4	$17K	Buy	142 +76	+115%	+$9.32K	﹤0.01%	1031
2025 Q3	$9.08K	Buy	+66	New	+$8.2K	﹤0.01%	1383
2025 Q2	–	Sell	-800	Closed	-$82.2K	–	1128
2025 Q1	$82.2K	Hold	800	–	–	0.01%	193
2024 Q4	$87.1K	Hold	800	–	–	0.01%	188
2024 Q3	$115K	Hold	800	–	–	0.01%	176
2024 Q2	$88.1K	Hold	800	–	–	0.01%	206
2024 Q1	$96.5K	Hold	800	–	–	0.01%	261
2023 Q4	$59.2K	Hold	800	–	–	0.01%	288
2023 Q3	$59.2K	Buy	+800	New	+$63.8K	0.01%	288
2020 Q2	–	Sell	-800	Closed	-$18K	–	179
2020 Q1	$18K	Hold	800	–	–	﹤0.01%	143
2019 Q4	$31K	Hold	800	–	–	0.01%	135
2019 Q3	$29K	Hold	800	–	–	0.01%	124
2019 Q2	$25K	Hold	800	–	–	0.01%	122
2019 Q1	$22K	Hold	800	–	–	﹤0.01%	120
2018 Q4	$21K	Buy	+800	New	+$19.8K	﹤0.01%	122

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

Salomon & Ludwin's PHM Position: Q1 2026 in Review

Salomon & Ludwin held its Pultegroup (PHM) position steady in Q1 2026 at 142 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1219.

Salomon & Ludwin first reported a position in PHM in Q4 2018 and has held it in 16 quarters since. The position peaked at $115K in Q3 2024. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

Salomon & Ludwin held 142 shares of Pultegroup worth $16.7K as of Q1 2026.
Salomon & Ludwin left its Pultegroup share count unchanged in Q1 2026.
Pultegroup made up ﹤0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #1219 holding.
Salomon & Ludwin first reported a position in Pultegroup in Q4 2018 and has held it in 16 quarters since.
Salomon & Ludwin's Pultegroup position peaked at $115K in Q3 2024.
1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.