Position in PHM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$284,436
+$11,817 QoQ
Shares Held
2,073
-10.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#702
of 1,035 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Cornerstone Wealth Group, LLC holds $523,510 across 2 Residential Construction names. PHM ranks #1 (54.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
This page
|
2,073 | $284,436 | |
| 2 | LEN |
Lennar Corp /New/
|
2,642 | $239,074 |
All Filings in PHM
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $284,436 | 2,073 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $272,619 | 2,318 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $318,595 | 2,717 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $299,142 | 2,264 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||