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William B. Walkup & Associates’s Pultegroup PHM Stock Holding History

William B. Walkup & Associates’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 		$1.2M Buy
8,764
+488
+6% +$59.3K 0.58% 43
2026
Q1 		$851K Sell
8,276
-248
-3% -$31.8K 0.51% 50
2025
Q4 		$1,000K Buy
8,524
+195
+2% +$23.9K 0.55% 45
2025
Q3 		$1.1M Buy
8,329
+53
+0.6% +$6.58K 0.59% 41
2025
Q2 		$873K Hold
8,276
– – 0.51% 47
2025
Q1 		$851K Hold
8,276
– – 0.52% 49
2024
Q4 		$901K Hold
8,276
– – 0.57% 46
2024
Q3 		$1.19M Hold
8,276
– – 0.73% 35
2024
Q2 		$911K Buy
+8,276
New +$940K 0.6% 42

Other funds holding PHM

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
MF
Milford Funds Auckland $6.14B AUM
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

William B. Walkup & Associates's PHM Position: Q2 2026 in Review

William B. Walkup & Associates increased its Pultegroup (PHM) stake by 5.9% in Q2 2026, buying an estimated $59.3K and bringing the position to 8,764 shares worth $1.2M. The position accounts for 0.58% of the portfolio, ranked #43.

William B. Walkup & Associates first reported a position in PHM in Q2 2024 and has held it in 9 quarters since. 393 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • William B. Walkup & Associates held 8,764 shares of Pultegroup worth $1.2M as of Q2 2026.
  • William B. Walkup & Associates bought 488 Pultegroup shares in Q2 2026, an estimated $59.3K.
  • Pultegroup made up 0.58% of William B. Walkup & Associates's portfolio in Q2 2026, its #43 holding.
  • William B. Walkup & Associates first reported a position in Pultegroup in Q2 2024 and has held it in 9 quarters since.
  • 393 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on William B. Walkup & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.