BERKSHIRE ASSET MANAGEMENT LLC/PA PHM — Pulte Homes COM

Ownership history in BERKSHIRE ASSET MANAGEMENT LLC/PA  ·  64 quarters on record

AI Ownership Summary

BERKSHIRE ASSET MANAGEMENT LLC/PA reported Pulte Homes COM (PHM) in 64 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.97% in 2024 Q1. The latest visible filing shows PHM at 0.68% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PHM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BERKSHIRE ASSET MANAGEMENT LLC/PA's position in Pulte Homes COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PHM was reported at 0.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.97% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PHM stock page BERKSHIRE ASSET MANAGEMENT LLC/PA fund profile BERKSHIRE ASSET MANAGEMENT LLC/PA full holdings
How BERKSHIRE ASSET MANAGEMENT LLC/PA held PHM — position size vs. price
% of Fund (quarterly)    PHM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 134,957 -1,045 -0.8% 0.68% $15.9M 2026-05-11 $115.21
2025 Q4 REDUCED — — — 136,002 -2,298 -1.7% 0.70% $15.9M 2026-02-17 $140.98
2025 Q3 REDUCED — — — 138,300 -4,473 -3.1% 0.78% $18.3M 2025-11-07 $119.01
2025 Q2 REDUCED — — — 142,773 -236 -0.2% 0.68% $15.1M 2025-08-13 $128.93
2025 Q1 REDUCED — — — 143,009 -2,520 -1.7% 0.71% $14.8M 2025-05-14 $101.04
2024 Q4 REDUCED — — — 145,529 -5,646 -3.7% 0.80% $16.8M 2025-02-07 $104.59
2024 Q3 UNCHANGED — — — 151,175 — 0% 0.85% $16.6M 2024-11-14 $127.63
2024 Q2 REDUCED — — — 151,175 -1,093 -0.7% 0.83% $16.6M 2024-08-13 $121.68
2024 Q1 REDUCED 23.3% -11.8% ✅ 152,268 -46,324 -23.3% 0.97% $18.4M 2024-05-14 $114.19
55 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PHM

As of 2026 Q2 — sorted by position size

General Partner, Inc. 3Y 0.05% Versant Capital Management, Inc 3Y 7Y 0.05% CoreCap Advisors, LLC 3Y 0.03% Sarver Vrooman Wealth Advisors 0.03% CX Institutional 3Y 7Y 0.01% EASTERN BANK 3Y 7Y 0.01% KERR FINANCIAL PLANNING Corp 0.01% Cedar Mountain Advisors, LLC 3Y 0.0% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.0% Dogwood Wealth Management LLC 0.0%

FAQ About BERKSHIRE ASSET MANAGEMENT LLC/PA and PHM

These are the practical questions this page is built to answer before you even open the full history table.

How long has BERKSHIRE ASSET MANAGEMENT LLC/PA reported owning PHM?

BERKSHIRE ASSET MANAGEMENT LLC/PA reported PHM across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported PHM position in BERKSHIRE ASSET MANAGEMENT LLC/PA's portfolio?

The largest reported portfolio weight for PHM was 0.97% in 2024 Q1.

What is the latest reported PHM position on this page?

The most recent filing on this page is 2026 Q1, when BERKSHIRE ASSET MANAGEMENT LLC/PA reported 134,957 shares, equal to 0.68% of portfolio, with an estimated market value of $15.9M.

What does the chart on this PHM ownership page compare?

The chart compares BERKSHIRE ASSET MANAGEMENT LLC/PA's quarterly PHM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BERKSHIRE ASSET MANAGEMENT LLC/PA time their PHM position?

Based on 13F filing dates vs. subsequent PHM price moves, BERKSHIRE ASSET MANAGEMENT LLC/PA correctly timed 24 out of 62 reported position changes (39%). The annualised alpha on PHM relative to SPY over the holding period was +1.6%.

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