Position in PHM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$412,041
-$456,269 QoQ
Shares Held
3,003
-59.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#629
of 1,035 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $1,609,149 across 4 Residential Construction names. PHM ranks #2 (25.6% of the industry book) .
All Filings in PHM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $412,041 | 3,003 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $868,310 | 7,405 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $912,754 | 6,908 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $736,743 | 6,986 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $559,848 | 5,446 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $671,913 | 6,170 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $862,471 | 6,009 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $330,300 | 3,000 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $361,860 | 3,000 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $309,660 | 3,000 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||