Wellington Management Group’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 | $873K | Buy |
7,420
+2,648
| +55% | +$339K | ﹤0.01% | 1698 |
|
|
2025
Q4 | $560K | Sell |
4,772
-1,979
| -29% | -$243K | ﹤0.01% | 1806 |
|
|
2025
Q3 | $892K | Buy |
6,751
+709
| +12% | +$88.1K | ﹤0.01% | 1798 |
|
|
2025
Q2 | $637K | Sell |
6,042
-16,060
| -73% | -$1.62M | ﹤0.01% | 1781 |
|
|
2025
Q1 | $2.27M | Sell |
22,102
-432
| -2% | -$46.7K | ﹤0.01% | 1528 |
|
|
2024
Q4 | $2.45M | Sell |
22,534
-12,657
| -36% | -$1.64M | ﹤0.01% | 1531 |
|
|
2024
Q3 | $5.05M | Buy |
35,191
+258
| +0.7% | +$32.8K | ﹤0.01% | 1326 |
|
|
2024
Q2 | $3.85M | Sell |
34,933
-15,129
| -30% | -$1.72M | ﹤0.01% | 1374 |
|
|
2024
Q1 | $6.04M | Sell |
50,062
-5,460
| -10% | -$586K | ﹤0.01% | 1282 |
|
|
2023
Q4 | $5.73M | Buy |
+55,522
| New | +$4.72M | ﹤0.01% | 1263 |
|
|
2023
Q3 | – | Sell |
-3,008
| Closed | -$234K | – | 1868 |
|
|
2023
Q2 | $234K | Sell |
3,008
-1,594
| -35% | -$108K | ﹤0.01% | 1771 |
|
|
2023
Q1 | $268K | Sell |
4,602
-40,524
| -90% | -$2.19M | ﹤0.01% | 1940 |
|
|
2022
Q4 | $2.05M | Sell |
45,126
-3,993
| -8% | -$168K | ﹤0.01% | 1507 |
|
|
2022
Q3 | $1.84M | Buy |
49,119
+540
| +1% | +$22.7K | ﹤0.01% | 1540 |
|
|
2022
Q2 | $1.93M | Sell |
48,579
-7,771
| -14% | -$327K | ﹤0.01% | 1548 |
|
|
2022
Q1 | $2.36M | Buy |
56,350
+5,347
| +10% | +$265K | ﹤0.01% | 1565 |
|
|
2021
Q4 | $2.92M | Sell |
51,003
-455
| -0.9% | -$23.3K | ﹤0.01% | 1590 |
|
|
2021
Q3 | $2.36M | Buy |
51,458
+8,347
| +19% | +$434K | ﹤0.01% | 1657 |
|
|
2021
Q2 | $2.35M | Sell |
43,111
-16,593
| -28% | -$928K | ﹤0.01% | 1644 |
|
|
2021
Q1 | $3.13M | Sell |
59,704
-30,074
| -33% | -$1.4M | ﹤0.01% | 1533 |
|
|
2020
Q4 | $3.87M | Sell |
89,778
-30,550
| -25% | -$1.35M | ﹤0.01% | 1363 |
|
|
2020
Q3 | $5.57M | Buy |
120,328
+16,675
| +16% | +$713K | ﹤0.01% | 1244 |
|
|
2020
Q2 | $3.53M | Sell |
103,653
-339,363
| -77% | -$10.2M | ﹤0.01% | 1276 |
|
|
2020
Q1 | $9.89M | Sell |
443,016
-141,653
| -24% | -$5.47M | ﹤0.01% | 1036 |
|
|
2019
Q4 | $22.7M | Buy |
584,669
+9,026
| +2% | +$351K | ﹤0.01% | 952 |
|
|
2019
Q3 | $21M | Buy |
575,643
+57,621
| +11% | +$1.92M | ﹤0.01% | 948 |
|
|
2019
Q2 | $16.4M | Buy |
518,022
+412,349
| +390% | +$12.9M | ﹤0.01% | 1062 |
|
|
2019
Q1 | $2.95M | Buy |
105,673
+52,931
| +100% | +$1.44M | ﹤0.01% | 1515 |
|
|
2018
Q4 | $1.37M | Sell |
52,742
-1,845,825
| -97% | -$45.7M | ﹤0.01% | 1733 |
|
|
2018
Q3 | $47M | Sell |
1,898,567
-1,901,678
| -50% | -$53.9M | 0.01% | 821 |
|
|
2018
Q2 | $109M | Sell |
3,800,245
-28,893
| -0.8% | -$869K | 0.02% | 552 |
|
|
2018
Q1 | $113M | Sell |
3,829,138
-99,198
| -3% | -$3.08M | 0.03% | 540 |
|
|
2017
Q4 | $131M | Sell |
3,928,336
-2,127,436
| -35% | -$66.1M | 0.03% | 475 |
|
|
2017
Q3 | $166M | Sell |
6,055,772
-333,211
| -5% | -$8.43M | 0.04% | 399 |
|
|
2017
Q2 | $157M | Sell |
6,388,983
-1,234,657
| -16% | -$28.8M | 0.04% | 379 |
|
|
2017
Q1 | $180M | Sell |
7,623,640
-269,515
| -3% | -$5.81M | 0.04% | 359 |
|
|
2016
Q4 | $145M | Sell |
7,893,155
-7,973,136
| -50% | -$151M | 0.04% | 394 |
|
|
2016
Q3 | $318M | Buy |
15,866,291
+1,375,025
| +9% | +$28.5M | 0.08% | 239 |
|
|
2016
Q2 | $282M | Sell |
14,491,266
-5,484,945
| -27% | -$102M | 0.07% | 247 |
|
|
2016
Q1 | $374M | Sell |
19,976,211
-2,140,431
| -10% | -$36.5M | 0.1% | 210 |
|
|
2015
Q4 | $394M | Sell |
22,116,642
-6,591,368
| -23% | -$123M | 0.1% | 192 |
|
|
2015
Q3 | $542M | Buy |
28,708,010
+2,429,669
| +9% | +$49.4M | 0.15% | 148 |
|
|
2015
Q2 | $530M | Buy |
26,278,341
+4,131,624
| +19% | +$83.8M | 0.14% | 159 |
|
|
2015
Q1 | $492M | Buy |
22,146,717
+2,123,306
| +11% | +$46.2M | 0.13% | 160 |
|
|
2014
Q4 | $430M | Sell |
20,023,411
-4,250,954
| -18% | -$84.8M | 0.11% | 177 |
|
|
2014
Q3 | $429M | Sell |
24,274,365
-4,501,143
| -16% | -$84.8M | 0.12% | 187 |
|
|
2014
Q2 | $580M | Sell |
28,775,508
-2,599,270
| -8% | -$49.9M | 0.16% | 142 |
|
|
2014
Q1 | $602M | Sell |
31,374,778
-933,762
| -3% | -$18.4M | 0.17% | 132 |
|
|
2013
Q4 | $658M | Buy |
32,308,540
+19,697,117
| +156% | +$349M | 0.19% | 124 |
|
|
2013
Q3 | $208M | Buy |
12,611,423
+10,720,889
| +567% | +$183M | 0.07% | 310 |
|
|
2013
Q2 | $35.9M | Buy |
+1,890,534
| New | +$39.3M | 0.01% | 795 |
|
Other funds holding PHM
VCM
VPM
GA
Wellington Management Group's PHM Position: Q1 2026 in Review
Wellington Management Group increased its Pultegroup (PHM) stake by 55% in Q1 2026, buying an estimated $339K and bringing the position to 7,420 shares worth $873K. The position accounts for ﹤0.01% of the portfolio, ranked #1698.
Wellington Management Group first reported a position in PHM in Q2 2013 and has held it in 51 quarters since. The position peaked at $658M in Q4 2013. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.
- Wellington Management Group held 7,420 shares of Pultegroup worth $873K as of Q1 2026.
- Wellington Management Group bought 2,648 Pultegroup shares in Q1 2026, an estimated $339K.
- Pultegroup made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #1698 holding.
- Wellington Management Group first reported a position in Pultegroup in Q2 2013 and has held it in 51 quarters since.
- Wellington Management Group's Pultegroup position peaked at $658M in Q4 2013.
- 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.
Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.