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Westerkirk Capital’s Pultegroup PHM Stock Holding History

Westerkirk 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 		$2.73M Sell
23,200
-1,200
-5% -$154K 0.29% 66
2025
Q4 		$2.86M Buy
24,400
+9,100
+59% +$1.12M 0.28% 67
2025
Q3 		$2.02M Sell
15,300
-900
-6% -$112K 0.23% 82
2025
Q2 		$1.71M Buy
+16,200
New +$1.63M 0.21% 99

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 $6.07B AUM 11.2% 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

Westerkirk Capital's PHM Position: Q1 2026 in Review

Westerkirk Capital reduced its Pultegroup (PHM) stake by 4.9% in Q1 2026, selling an estimated $154K and leaving 23,200 shares worth $2.73M. The position accounts for 0.29% of the portfolio, ranked #66.

Westerkirk Capital first reported a position in PHM in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.86M in Q4 2025. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Westerkirk Capital held 23,200 shares of Pultegroup worth $2.73M as of Q1 2026.
  • Westerkirk Capital sold 1,200 Pultegroup shares in Q1 2026, an estimated $154K.
  • Pultegroup made up 0.29% of Westerkirk Capital's portfolio in Q1 2026, its #66 holding.
  • Westerkirk Capital first reported a position in Pultegroup in Q2 2025 and has held it in 4 quarters since.
  • Westerkirk Capital's Pultegroup position peaked at $2.86M in Q4 2025.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Westerkirk Capital's 13F filing for Q1 2026, filed 14 May 2026.