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Wedmont Private Capital

Position in PHM — Pultegroup Inc/Mi/

CIK 1904274 WEST CHESTER, PA

Position in PHM

as of Jun 30, 2026 · filed Jul 13, 2026
Position Value
$535,667
+$148,848 QoQ
Shares Held
3,904
+18.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#571
of 1,035 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in PHM Over Time

Shares Held

Position Value (USD)

Position in Residential Construction

Consumer Cyclical · as of Jun 30, 2026

Wedmont Private Capital holds $2,516,004 across 4 Residential Construction names. PHM ranks #2 (21.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 PHM
Pultegroup Inc/Mi/
This page
3,904 $535,667

All Filings in PHM

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11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $535,667 3,904
2026-03-31 $386,819 3,289
2025-12-31 $386,371 3,295
2025-09-30 $416,738 3,154
2025-06-30 $321,547 3,049
2025-03-31 $359,080 3,493
2024-12-31 $332,145 3,050
2024-09-30 $421,978 2,940
2024-06-30 $310,592 2,821
2024-03-31 $307,701 2,551
2023-12-31 $256,192 2,482