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W.H. Cornerstone Investments’s Pultegroup PHM Stock Holding History

W.H. Cornerstone Investments’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
2025
Q1 		– Sell
-2,931
Closed -$319K – 124
2024
Q4 		$319K Sell
2,931
-11
-0.4% -$1.43K 0.21% 95
2024
Q3 		$422K Sell
2,942
-572
-16% -$72.7K 0.29% 72
2024
Q2 		$387K Sell
3,514
-326
-8% -$37K 0.27% 79
2024
Q1 		$463K Buy
3,840
+650
+20% +$69.7K 0.33% 72
2023
Q4 		$329K Buy
+3,190
New +$271K 0.26% 96

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

W.H. Cornerstone Investments's PHM Position: Q1 2025 in Review

W.H. Cornerstone Investments sold out of Pultegroup (PHM) in Q1 2025, closing a stake of 2,931 shares — an estimated $319K sold.

W.H. Cornerstone Investments first reported a position in PHM in Q4 2023 and held it in 5 quarters. The position peaked at $463K in Q1 2024. 961 funds tracked by Wall St. Rank hold PHM as of Q1 2025.

  • W.H. Cornerstone Investments reported no remaining Pultegroup position as of Q1 2025 after selling out during the quarter.
  • W.H. Cornerstone Investments sold 2,931 Pultegroup shares in Q1 2025, an estimated $319K.
  • W.H. Cornerstone Investments first reported a position in Pultegroup in Q4 2023 and held it in 5 quarters.
  • W.H. Cornerstone Investments's Pultegroup position peaked at $463K in Q1 2024.
  • 961 funds tracked by Wall St. Rank held Pultegroup as of Q1 2025.

Based on W.H. Cornerstone Investments's 13F filing for Q1 2025, filed 9 May 2025.