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Stokes Family Office’s Pultegroup PHM Stock Holding History

Stokes Family Office’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 		– Sell
-1,985
Closed -$233K – 309
2025
Q4 		$233K Buy
+1,985
New +$243K 0.02% 276
2023
Q4 		– Sell
-4,366
Closed -$323K – 304
2023
Q3 		$323K Buy
4,366
+78
+2% +$6.22K 0.04% 232
2023
Q2 		$333K Buy
4,288
+413
+11% +$28K 0.04% 225
2023
Q1 		$226K Buy
+3,875
New +$209K 0.03% 260

Other funds holding PHM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Stokes Family Office's PHM Position: Q1 2026 in Review

Stokes Family Office sold out of Pultegroup (PHM) in Q1 2026, closing a stake of 1,985 shares — an estimated $233K sold.

Stokes Family Office first reported a position in PHM in Q1 2023 and held it in 4 quarters. The position peaked at $333K in Q2 2023. 1,029 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Stokes Family Office reported no remaining Pultegroup position as of Q1 2026 after selling out during the quarter.
  • Stokes Family Office sold 1,985 Pultegroup shares in Q1 2026, an estimated $233K.
  • Stokes Family Office first reported a position in Pultegroup in Q1 2023 and held it in 4 quarters.
  • Stokes Family Office's Pultegroup position peaked at $333K in Q2 2023.
  • 1,029 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.