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SummitTX Capital’s Pultegroup PHM Stock Holding History

SummitTX Capital’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
-5,989
Closed -$702K – 925
2025
Q4 		$702K Sell
5,989
-6,051
-50% -$742K 0.02% 472
2025
Q3 		$1.59M Sell
12,040
-65,579
-84% -$8.14M 0.07% 300
2025
Q2 		$8.19M Buy
77,619
+34,596
+80% +$3.49M 0.35% 57
2025
Q1 		$4.42M Buy
+43,023
New +$4.65M 0.19% 135

Other funds holding PHM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T 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 $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

SummitTX Capital's PHM Position: Q1 2026 in Review

SummitTX Capital sold out of Pultegroup (PHM) in Q1 2026, closing a stake of 5,989 shares — an estimated $702K sold.

SummitTX Capital first reported a position in PHM in Q1 2025 and held it in 4 quarters. The position peaked at $8.19M in Q2 2025. 1,036 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • SummitTX Capital reported no remaining Pultegroup position as of Q1 2026 after selling out during the quarter.
  • SummitTX Capital sold 5,989 Pultegroup shares in Q1 2026, an estimated $702K.
  • SummitTX Capital first reported a position in Pultegroup in Q1 2025 and held it in 4 quarters.
  • SummitTX Capital's Pultegroup position peaked at $8.19M in Q2 2025.
  • 1,036 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.