Chevy Chase Trust Holdings, LLC

Position in PHM — Pultegroup Inc/Mi/

CIK 1462020 BETHESDA, MD

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Position in PHM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$12,896,366

+$1,762,581 QoQ

Shares Held

93,990

-0.7% QoQ

Ownership

0.050%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#150

of 1,033 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Common Shares in PHM Over Time

Shares Held

Position Value (USD)

Position in Residential Construction

Consumer Cyclical · as of Jun 30, 2026

Chevy Chase Trust Holdings, LLC holds $51,994,416 across 4 Residential Construction names. PHM ranks #2 (24.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	127,344	$20,741,790
2	PHM	Pultegroup Inc/Mi/ This page	93,990	$12,896,366
3	LEN	Lennar Corp /New/	104,670	$9,471,587
4	NVR	Nvr Inc	1,304	$8,884,673

All Filings in PHM

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,896,366	93,990	-0.7%	Shares	Defined	2026-08-14
2026-03-31	$11,133,785	94,667	-4.2%	Shares	Defined	2026-05-15
2025-12-31	$11,589,274	98,834	-2.1%	Shares	Defined	2026-02-13
2025-09-30	$13,342,618	100,981	-4.9%	Shares	Defined	2025-11-14
2025-06-30	$11,195,000	106,154	-0.3%	Shares	Defined	2025-07-29
2025-03-31	$10,944,910	106,468	-1.3%	Shares	Defined	2025-04-23
2024-12-31	$11,751,072	107,907	-3.0%	Shares	Defined	2025-01-30
2024-09-30	$15,972,448	111,283	-3.1%	Shares	Defined	2024-11-14
2024-06-30	$12,650,489	114,900	-2.2%	Shares	Defined	2024-07-22
2024-03-31	$14,174,417	117,513	-2.4%	Shares	Defined	2024-05-03
2023-12-31	$12,432,229	120,444	-2.5%	Shares	Defined	2024-01-24
2023-09-30	$9,142,879	123,469	-4.3%	Shares	Defined	2023-10-23
2023-06-30	$10,025,691	129,064	-2.0%	Shares	Defined	2023-07-25
2023-03-31	$7,671,978	131,640	+0.1%	Shares	Defined	2023-05-17
2022-12-31	$5,990,518	131,573	-7.3%	Shares	Defined	2023-02-09
2022-09-30	$5,321,100	141,896	-1.5%	Shares	Defined	2022-11-04
2022-06-30	$5,708,503	144,045	-4.0%	Shares	Defined	2022-08-10
2022-03-31	$6,286,507	150,036	-1.5%	Shares	Defined	2022-04-27
2021-12-31	$8,710,211	152,383	-4.7%	Shares	Defined	2022-01-31
2021-09-30	$7,342,010	159,887	-5.4%	Shares	Defined	2021-10-20
2021-06-30	$9,226,094	169,069	-5.5%	Shares	Defined	2021-07-20
2021-03-31	$9,386,392	178,993	-9.3%	Shares	Defined	2021-04-22
2020-12-31	$8,509,300	197,340	-1.0%	Shares	Defined	2021-02-12
2020-09-30	$9,230,549	199,407	-0.1%	Shares	Defined	2020-11-06
2020-06-30	$6,795,008	199,677	-6.4%	Shares	Defined	2020-08-14
2020-03-31	$4,762,239	213,362	—	Shares	Defined	2020-05-13
No filing history on record for this holder in this stock.