Smith Salley Wealth Management’s Pultegroup PHM Stock Holding History

Smith Salley Wealth Management’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	$417K	Hold	3,042	–	–	0.02%	208
2026 Q1	$358K	Hold	3,042	–	–	0.02%	212
2025 Q4	$357K	Sell	3,042 -407	-12%	-$49.9K	0.02%	213
2025 Q3	$456K	Sell	3,449 -120	-3%	-$14.9K	0.02%	190
2025 Q2	$376K	Hold	3,569	–	–	0.02%	199
2025 Q1	$367K	Hold	3,569	–	–	0.02%	192
2024 Q4	$389K	Sell	3,569 -280	-7%	-$36.4K	0.03%	189
2024 Q3	$552K	Hold	3,849	–	–	0.04%	169
2024 Q2	$424K	Sell	3,849 -8	-0.2%	-$908	0.03%	177
2024 Q1	$465K	Hold	3,857	–	–	0.04%	171
2023 Q4	$398K	Sell	3,857 -534	-12%	-$45.4K	0.03%	196
2023 Q3	$325K	Sell	4,391 -6	-0.1%	-$478	0.02%	193
2023 Q2	$342K	Sell	4,397 -436	-9%	-$29.6K	0.03%	188
2023 Q1	$282K	Hold	4,833	–	–	0.02%	197
2022 Q4	$220K	Buy	+4,833	New	+$204K	0.02%	209
2022 Q2	–	Sell	-4,833	Closed	-$203K	–	239
2022 Q1	$203K	Sell	4,833 -31	-0.6%	-$1.54K	0.02%	228
2021 Q4	$278K	Sell	4,864 -950	-16%	-$48.7K	0.02%	218
2021 Q3	$267K	Hold	5,814	–	–	0.02%	218
2021 Q2	$317K	Sell	5,814 -467	-7%	-$26.1K	0.03%	216
2021 Q1	$329K	Hold	6,281	–	–	0.03%	206
2020 Q4	$271K	Sell	6,281 -10,042	-62%	-$445K	0.03%	190
2020 Q3	$756K	Sell	16,323 -25	-0.2%	-$1.07K	0.09%	112
2020 Q2	$556K	Buy	16,348 +2,977	+22%	+$89.4K	0.07%	122
2020 Q1	$298K	Buy	13,371 +2,685	+25%	+$104K	0.05%	151
2019 Q4	$415K	Sell	10,686 -8,314	-44%	-$323K	0.05%	140
2019 Q3	$694K	Hold	19,000	–	–	0.1%	107
2019 Q2	$601K	Sell	19,000 -3,500	-16%	-$109K	0.09%	115
2019 Q1	$629K	Hold	22,500	–	–	0.1%	112
2018 Q4	$585K	Sell	22,500 -43	-0.2%	-$1.06K	0.11%	107
2018 Q3	$558K	Hold	22,543	–	–	0.09%	115
2018 Q2	$648K	Buy	22,543 +43	+0.2%	+$1.29K	0.11%	107
2018 Q1	$664K	Hold	22,500	–	–	0.12%	106
2017 Q4	$748K	Hold	22,500	–	–	0.13%	104
2017 Q3	$615K	Sell	22,500 -1,500	-6%	-$38K	0.12%	107
2017 Q2	$589K	Hold	24,000	–	–	0.12%	110
2017 Q1	$565K	Sell	24,000 -11,000	-31%	-$237K	0.12%	110
2016 Q4	$643K	Hold	35,000	–	–	0.13%	107
2016 Q3	$701K	Sell	35,000 -1,426	-4%	-$29.6K	0.16%	100
2016 Q2	$710K	Hold	36,426	–	–	0.17%	102
2016 Q1	$682K	Hold	36,426	–	–	0.17%	102
2015 Q4	$649K	Hold	36,426	–	–	0.16%	112
2015 Q3	$687K	Hold	36,426	–	–	0.19%	105
2015 Q2	$734K	Hold	36,426	–	–	0.19%	106
2015 Q1	$810K	Hold	36,426	–	–	0.21%	105
2014 Q4	$782K	Hold	36,426	–	–	0.2%	108
2014 Q3	$643K	Hold	36,426	–	–	0.17%	120
2014 Q2	$734K	Hold	36,426	–	–	0.2%	116
2014 Q1	$699K	Hold	36,426	–	–	0.44%	57
2013 Q4	$742K	Hold	36,426	–	–	0.48%	54
2013 Q3	$601K	Hold	36,426	–	–	0.48%	51
2013 Q2	$691K	Buy	+36,426	New	+$757K	0.56%	51

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

Smith Salley Wealth Management's PHM Position: Q2 2026 in Review

Smith Salley Wealth Management held its Pultegroup (PHM) position steady in Q2 2026 at 3,042 shares worth $417K. The position accounts for 0.02% of the portfolio, ranked #208.

Smith Salley Wealth Management first reported a position in PHM in Q2 2013 and has held it in 51 quarters since. The position peaked at $810K in Q1 2015. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Smith Salley Wealth Management held 3,042 shares of Pultegroup worth $417K as of Q2 2026.
Smith Salley Wealth Management left its Pultegroup share count unchanged in Q2 2026.
Pultegroup made up 0.02% of Smith Salley Wealth Management's portfolio in Q2 2026, its #208 holding.
Smith Salley Wealth Management first reported a position in Pultegroup in Q2 2013 and has held it in 51 quarters since.
Smith Salley Wealth Management's Pultegroup position peaked at $810K in Q1 2015.
1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.