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Whalen Wealth Management’s Pultegroup PHM Stock Holding History

Whalen Wealth Management’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 		$1.66M Buy
14,103
+10,221
+263% +$1.31M 0.89% 29
2025
Q4 		$455K Buy
3,882
+285
+8% +$35K 0.24% 118
2025
Q3 		$475K Sell
3,597
-6,138
-63% -$762K 0.28% 87
2025
Q2 		$1.03M Buy
+9,735
New +$981K 0.64% 46

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

Whalen Wealth Management's PHM Position: Q1 2026 in Review

Whalen Wealth Management increased its Pultegroup (PHM) stake by 263% in Q1 2026, buying an estimated $1.31M and bringing the position to 14,103 shares worth $1.66M. The position accounts for 0.89% of the portfolio, ranked #29.

Whalen Wealth Management first reported a position in PHM in Q2 2025 and has held it in 4 quarters since. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Whalen Wealth Management held 14,103 shares of Pultegroup worth $1.66M as of Q1 2026.
  • Whalen Wealth Management bought 10,221 Pultegroup shares in Q1 2026, an estimated $1.31M.
  • Pultegroup made up 0.89% of Whalen Wealth Management's portfolio in Q1 2026, its #29 holding.
  • Whalen Wealth Management first reported a position in Pultegroup in Q2 2025 and has held it in 4 quarters since.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.