Smithfield Trust’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $219K | Sell |
1,871
-274
| -13% | -$35.1K | 0.01% | 354 |
|
|
2025
Q4 | $251K | Hold |
2,145
| – | – | 0.01% | 323 |
|
|
2025
Q3 | $285K | Sell |
2,145
-192
| -8% | -$23.8K | 0.01% | 295 |
|
|
2025
Q2 | $246K | Sell |
2,337
-116
| -5% | -$11.7K | 0.01% | 312 |
|
|
2025
Q1 | $250K | Sell |
2,453
-153
| -6% | -$16.5K | 0.01% | 303 |
|
|
2024
Q4 | $284K | Buy |
2,606
+10
| +0.4% | +$1.3K | 0.01% | 288 |
|
|
2024
Q3 | $373K | Sell |
2,596
-297
| -10% | -$37.8K | 0.02% | 251 |
|
|
2024
Q2 | $319K | Sell |
2,893
-268
| -8% | -$30.4K | 0.02% | 255 |
|
|
2024
Q1 | $381K | Sell |
3,161
-120
| -4% | -$12.9K | 0.02% | 231 |
|
|
2023
Q4 | $338K | Buy |
3,281
+14
| +0.4% | +$1.19K | 0.02% | 241 |
|
|
2023
Q3 | $241K | Buy |
3,267
+2,392
| +273% | +$191K | 0.01% | 272 |
|
|
2023
Q2 | $68K | Hold |
875
| – | – | ﹤0.01% | 494 |
|
|
2023
Q1 | $50K | Hold |
875
| – | – | ﹤0.01% | 524 |
|
|
2022
Q4 | $40K | Sell |
875
-130
| -13% | -$5.48K | ﹤0.01% | 549 |
|
|
2022
Q3 | $37K | Hold |
1,005
| – | – | ﹤0.01% | 556 |
|
|
2022
Q2 | $40K | Hold |
1,005
| – | – | ﹤0.01% | 571 |
|
|
2022
Q1 | $43K | Sell |
1,005
-495
| -33% | -$24.6K | ﹤0.01% | 582 |
|
|
2021
Q4 | $85K | Hold |
1,500
| – | – | 0.01% | 479 |
|
|
2021
Q3 | $69K | Hold |
1,500
| – | – | ﹤0.01% | 511 |
|
|
2021
Q2 | $81K | Hold |
1,500
| – | – | 0.01% | 478 |
|
|
2021
Q1 | $78K | Hold |
1,500
| – | – | 0.01% | 489 |
|
|
2020
Q4 | $64K | Buy |
1,500
+140
| +10% | +$6.2K | ﹤0.01% | 491 |
|
|
2020
Q3 | $63K | Buy |
1,360
+25
| +2% | +$1.07K | 0.01% | 467 |
|
|
2020
Q2 | $46K | Buy |
1,335
+735
| +123% | +$22.1K | ﹤0.01% | 506 |
|
|
2020
Q1 | $13K | Hold |
600
| – | – | ﹤0.01% | 638 |
|
|
2019
Q4 | $23K | Sell |
600
-137
| -19% | -$5.32K | ﹤0.01% | 608 |
|
|
2019
Q3 | $27K | Sell |
737
-310
| -30% | -$10.3K | ﹤0.01% | 606 |
|
|
2019
Q2 | $33K | Hold |
1,047
| – | – | ﹤0.01% | 576 |
|
|
2019
Q1 | $29K | Hold |
1,047
| – | – | ﹤0.01% | 552 |
|
|
2018
Q4 | $27K | Hold |
1,047
| – | – | ﹤0.01% | 550 |
|
|
2018
Q3 | $26K | Sell |
1,047
-207
| -17% | -$5.87K | ﹤0.01% | 614 |
|
|
2018
Q2 | $36K | Hold |
1,254
| – | – | ﹤0.01% | 573 |
|
|
2018
Q1 | $37K | Buy |
1,254
+42
| +3% | +$1.3K | ﹤0.01% | 548 |
|
|
2017
Q4 | $40K | Buy |
1,212
+105
| +9% | +$3.26K | ﹤0.01% | 557 |
|
|
2017
Q3 | $30K | Sell |
1,107
-8
| -0.7% | -$202 | ﹤0.01% | 599 |
|
|
2017
Q2 | $28K | Sell |
1,115
-764
| -41% | -$17.8K | ﹤0.01% | 608 |
|
|
2017
Q1 | $44K | Buy |
+1,879
| New | +$40.5K | 0.01% | 536 |
|
Other funds holding PHM
VCM
VPM
GA
Smithfield Trust's PHM Position: Q1 2026 in Review
Smithfield Trust reduced its Pultegroup (PHM) stake by 13% in Q1 2026, selling an estimated $35.1K and leaving 1,871 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #354.
Smithfield Trust first reported a position in PHM in Q1 2017 and has held it in 37 quarters since. The position peaked at $381K in Q1 2024. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.
- Smithfield Trust held 1,871 shares of Pultegroup worth $219K as of Q1 2026.
- Smithfield Trust sold 274 Pultegroup shares in Q1 2026, an estimated $35.1K.
- Pultegroup made up 0.01% of Smithfield Trust's portfolio in Q1 2026, its #354 holding.
- Smithfield Trust first reported a position in Pultegroup in Q1 2017 and has held it in 37 quarters since.
- Smithfield Trust's Pultegroup position peaked at $381K in Q1 2024.
- 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.
Based on Smithfield Trust's 13F filing for Q1 2026, filed 8 May 2026.