Schwartz Investment Counsel’s Pultegroup PHM Stock Holding History

Schwartz Investment Counsel’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	$603K	Hold	4,398	–	–	0.02%	113
2026 Q1	$517K	Hold	4,398	–	–	0.02%	114
2025 Q4	$516K	Hold	4,398	–	–	0.02%	117
2025 Q3	$581K	Hold	4,398	–	–	0.02%	115
2025 Q2	$464K	Hold	4,398	–	–	0.02%	108
2025 Q1	$452K	Hold	4,398	–	–	0.02%	113
2024 Q4	$479K	Sell	4,398 -252	-5%	-$32.7K	0.02%	113
2024 Q3	$667K	Hold	4,650	–	–	0.02%	108
2024 Q2	$512K	Hold	4,650	–	–	0.02%	114
2024 Q1	$561K	Hold	4,650	–	–	0.02%	119
2023 Q4	$480K	Hold	4,650	–	–	0.02%	119
2023 Q3	$344K	Hold	4,650	–	–	0.01%	126
2023 Q2	$361K	Hold	4,650	–	–	0.02%	125
2023 Q1	$271K	Sell	4,650 -900	-16%	-$48.6K	0.01%	135
2022 Q4	$253K	Hold	5,550	–	–	0.01%	131
2022 Q3	$208K	Sell	5,550 -1,248	-18%	-$52.5K	0.01%	129
2022 Q2	$269K	Hold	6,798	–	–	0.01%	126
2022 Q1	$285K	Hold	6,798	–	–	0.01%	127
2021 Q4	$389K	Hold	6,798	–	–	0.02%	122
2021 Q3	$312K	Hold	6,798	–	–	0.01%	121
2021 Q2	$371K	Hold	6,798	–	–	0.01%	117
2021 Q1	$356K	Hold	6,798	–	–	0.02%	115
2020 Q4	$293K	Sell	6,798 -398	-6%	-$17.6K	0.01%	121
2020 Q3	$333K	Hold	7,196	–	–	0.02%	119
2020 Q2	$245K	Buy	+7,196	New	+$216K	0.01%	121
2020 Q1	–	Sell	-8,200	Closed	-$318K	–	125
2019 Q4	$318K	Hold	8,200	–	–	0.02%	114
2019 Q3	$300K	Sell	8,200 -300	-4%	-$9.98K	0.02%	119
2019 Q2	$269K	Hold	8,500	–	–	0.01%	120
2019 Q1	$238K	Sell	8,500 -100	-1%	-$2.73K	0.01%	120
2018 Q4	$224K	Hold	8,600	–	–	0.01%	124
2018 Q3	$213K	Hold	8,600	–	–	0.01%	132
2018 Q2	$247K	Hold	8,600	–	–	0.01%	125
2018 Q1	$254K	Hold	8,600	–	–	0.02%	123
2017 Q4	$286K	Sell	8,600 -600	-7%	-$18.6K	0.02%	116
2017 Q3	$251K	Hold	9,200	–	–	0.02%	118
2017 Q2	$226K	Sell	9,200 -3,000	-25%	-$70K	0.01%	120
2017 Q1	$287K	Sell	12,200 -100,000	-89%	-$2.15M	0.02%	118
2016 Q4	$2.06M	Sell	112,200 -800	-0.7%	-$15.2K	0.14%	87
2016 Q3	$2.27M	Sell	113,000 -150,000	-57%	-$3.11M	0.16%	85
2016 Q2	$5.13M	Hold	263,000	–	–	0.37%	64
2016 Q1	$4.92M	Sell	263,000 -50,000	-16%	-$853K	0.37%	65
2015 Q4	$5.58M	Buy	313,000 +2,500	+0.8%	+$46.6K	0.42%	62
2015 Q3	$5.86M	Hold	310,500	–	–	0.45%	70
2015 Q2	$6.26M	Hold	310,500	–	–	0.43%	75
2015 Q1	$6.9M	Buy	310,500 +800	+0.3%	+$17.4K	0.46%	73
2014 Q4	$6.65M	Buy	309,700 +1,500	+0.5%	+$29.9K	0.44%	71
2014 Q3	$5.44M	Buy	308,200 +25,000	+9%	+$471K	0.39%	75
2014 Q2	$5.71M	Hold	283,200	–	–	0.4%	77
2014 Q1	$5.43M	Buy	283,200 +116,400	+70%	+$2.3M	0.4%	79
2013 Q4	$3.4M	Sell	166,800 -64,200	-28%	-$1.14M	0.25%	96
2013 Q3	$3.81M	Buy	231,000 +27,200	+13%	+$464K	0.32%	93
2013 Q2	$3.87M	Buy	+203,800	New	+$4.24M	0.38%	87

Other funds holding PHM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Schwartz Investment Counsel's PHM Position: Q2 2026 in Review

Schwartz Investment Counsel held its Pultegroup (PHM) position steady in Q2 2026 at 4,398 shares worth $603K. The position accounts for 0.02% of the portfolio, ranked #113.

Schwartz Investment Counsel first reported a position in PHM in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.9M in Q1 2015. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Schwartz Investment Counsel held 4,398 shares of Pultegroup worth $603K as of Q2 2026.
Schwartz Investment Counsel left its Pultegroup share count unchanged in Q2 2026.
Pultegroup made up 0.02% of Schwartz Investment Counsel's portfolio in Q2 2026, its #113 holding.
Schwartz Investment Counsel first reported a position in Pultegroup in Q2 2013 and has held it in 52 quarters since.
Schwartz Investment Counsel's Pultegroup position peaked at $6.9M in Q1 2015.
1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Schwartz Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.