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Wedmont Private Capital’s Pultegroup PHM Stock Holding History

Wedmont Private 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
Q2 		$487K Buy
3,904
+615
+19% +$74.7K 0.01% 559
2026
Q1 		$396K Sell
3,289
-6
-0.2% -$768 0.01% 579
2025
Q4 		$386K Buy
3,295
+141
+4% +$17.3K 0.01% 563
2025
Q3 		$409K Buy
3,154
+105
+3% +$13K 0.02% 525
2025
Q2 		$347K Sell
3,049
-444
-13% -$44.7K 0.01% 528
2025
Q1 		$330K Buy
3,493
+443
+15% +$47.8K 0.02% 494
2024
Q4 		$328K Buy
3,050
+110
+4% +$14.3K 0.02% 511
2024
Q3 		$410K Buy
2,940
+119
+4% +$15.1K 0.02% 421
2024
Q2 		$328K Buy
2,821
+270
+11% +$30.7K 0.02% 470
2024
Q1 		$294K Buy
2,551
+69
+3% +$7.4K 0.02% 457
2023
Q4 		$257K Buy
+2,482
New +$211K 0.02% 465

Other funds holding PHM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wedmont Private Capital's PHM Position: Q2 2026 in Review

Wedmont Private Capital increased its Pultegroup (PHM) stake by 19% in Q2 2026, buying an estimated $74.7K and bringing the position to 3,904 shares worth $487K. The position accounts for 0.01% of the portfolio, ranked #559.

Wedmont Private Capital first reported a position in PHM in Q4 2023 and has held it in 11 quarters since. 574 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Wedmont Private Capital held 3,904 shares of Pultegroup worth $487K as of Q2 2026.
  • Wedmont Private Capital bought 615 Pultegroup shares in Q2 2026, an estimated $74.7K.
  • Pultegroup made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #559 holding.
  • Wedmont Private Capital first reported a position in Pultegroup in Q4 2023 and has held it in 11 quarters since.
  • 574 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.