Position in PHM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$297,196
+$43,041 QoQ
Shares Held
2,166
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#688
of 1,035 holders
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Meridian Wealth Management, LLC holds $5,581,348 across 2 Residential Construction names. PHM ranks #2 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
32,442 | $5,284,152 | |
| 2 | PHM |
Pultegroup Inc/Mi/
This page
|
2,166 | $297,196 |
All Filings in PHM
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $297,196 | 2,166 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $254,155 | 2,161 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $284,941 | 2,430 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $330,985 | 2,505 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $556,828 | 5,280 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,039,102 | 10,108 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,440,093 | 13,224 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,884,405 | 13,129 | Shares | Sole | 2024-11-12 | |
| 2023-12-31 | $277,661 | 2,690 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||