AHC
TD icon

Adell Harriman & Carpenter’s Toronto Dominion Bank TD Stock Holding History

Adell Harriman & Carpenter’s Portfolio TD Stock Details TD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$555K Sell
5,950
-125
-2% -$11.9K 0.03% 120
2025
Q4 		$572K Hold
6,075
– – 0.03% 115
2025
Q3 		$486K Sell
6,075
-245
-4% -$18.4K 0.03% 126
2025
Q2 		$464K Sell
6,320
-985
-13% -$64.3K 0.03% 130
2025
Q1 		$438K Sell
7,305
-1,180
-14% -$68.7K 0.03% 129
2024
Q4 		$452K Sell
8,485
-5,675
-40% -$318K 0.03% 124
2024
Q3 		$896K Sell
14,160
-2,450
-15% -$145K 0.07% 102
2024
Q2 		$913K Sell
16,610
-47,034
-74% -$2.66M 0.07% 100
2024
Q1 		$3.84M Sell
63,644
-41,597
-40% -$2.51M 0.32% 69
2023
Q4 		$6.8M Sell
105,241
-3,915
-4% -$235K 0.63% 47
2023
Q3 		$6.58M Sell
109,156
-6,750
-6% -$421K 0.68% 47
2023
Q2 		$7.28M Sell
115,906
-682
-0.6% -$41K 0.74% 44
2023
Q1 		$6.98M Buy
116,588
+7,342
+7% +$474K 0.75% 46
2022
Q4 		$7.07M Buy
109,246
+20,764
+23% +$1.34M 0.81% 47
2022
Q3 		$5.43M Buy
88,482
+815
+0.9% +$52.8K 0.66% 50
2022
Q2 		$5.75M Sell
87,667
-965
-1% -$70.1K 0.71% 49
2022
Q1 		$7.04M Buy
88,632
+1,960
+2% +$158K 0.68% 46
2021
Q4 		$6.65M Buy
86,672
+6,111
+8% +$446K 0.62% 50
2021
Q3 		$5.33M Buy
80,561
+1,568
+2% +$105K 0.55% 56
2021
Q2 		$5.53M Buy
78,993
+8,935
+13% +$625K 0.58% 56
2021
Q1 		$4.57M Buy
70,058
+8,275
+13% +$505K 0.55% 60
2020
Q4 		$3.49M Sell
61,783
-6,650
-10% -$337K 0.46% 64
2020
Q3 		$3.16M Sell
68,433
-9,196
-12% -$428K 0.47% 65
2020
Q2 		$3.46M Sell
77,629
-24,502
-24% -$1.04M 0.59% 53
2020
Q1 		$4.33M Sell
102,131
-6,461
-6% -$331K 0.92% 40
2019
Q4 		$6.1M Buy
108,592
+250
+0.2% +$14.2K 1% 36
2019
Q3 		$6.31M Buy
108,342
+8,240
+8% +$468K 1.14% 32
2019
Q2 		$5.84M Buy
100,102
+9,200
+10% +$517K 1.09% 34
2019
Q1 		$4.94M Buy
90,902
+6,998
+8% +$387K 0.96% 39
2018
Q4 		$4.17M Sell
83,904
-2,128
-2% -$116K 0.92% 37
2018
Q3 		$5.23M Buy
86,032
+3,750
+5% +$223K 0.98% 38
2018
Q2 		$4.76M Buy
82,282
+2,250
+3% +$129K 0.94% 37
2018
Q1 		$4.55M Buy
80,032
+2,800
+4% +$164K 0.94% 39
2017
Q4 		$4.52M Sell
77,232
-1,800
-2% -$103K 0.96% 38
2017
Q3 		$4.45M Buy
79,032
+1,100
+1% +$57.8K 0.97% 40
2017
Q2 		$3.93M Buy
77,932
+8,458
+12% +$408K 0.89% 43
2017
Q1 		$3.48M Buy
69,474
+3,142
+5% +$161K 0.8% 48
2016
Q4 		$327K Buy
66,332
+6,902
+12% +$323K 0.08% 110
2016
Q3 		$2.64M Buy
59,430
+2,500
+4% +$110K 0.67% 54
2016
Q2 		$2.44M Buy
56,930
+9,724
+21% +$423K 0.64% 54
2016
Q1 		$2.04M Sell
47,206
-4,304
-8% -$166K 0.55% 56
2015
Q4 		$2.02M Buy
51,510
+400
+0.8% +$16.2K 0.54% 59
2015
Q3 		$2.01M Sell
51,110
-5,350
-9% -$213K 0.59% 55
2015
Q2 		$2.4M Sell
56,460
-5,600
-9% -$251K 0.62% 58
2015
Q1 		$2.66M Sell
62,060
-11,650
-16% -$501K 0.7% 52
2014
Q4 		$3.52M Sell
73,710
-1,350
-2% -$65.1K 0.96% 39
2014
Q3 		$3.86M Hold
75,060
– – 1.06% 33
2014
Q2 		$3.86M Buy
75,060
+1,440
+2% +$69.9K 1.06% 33
2014
Q1 		$3.46M Buy
73,620
+790
+1% +$35.6K 1.02% 35
2013
Q4 		$343K Sell
72,830
-1,000
-1% -$45.5K 0.11% 99
2013
Q3 		$3.32M Sell
73,830
-300
-0.4% -$12.8K 0.93% 35
2013
Q2 		$2.98M Buy
+74,130
New +$2.99M 1.07% 38

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

Adell Harriman & Carpenter's TD Position: Q1 2026 in Review

Adell Harriman & Carpenter reduced its Toronto Dominion Bank (TD) stake by 2.1% in Q1 2026, selling an estimated $11.9K and leaving 5,950 shares worth $555K. The position accounts for 0.03% of the portfolio, ranked #120.

Adell Harriman & Carpenter first reported a position in TD in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.28M in Q2 2023. 835 funds tracked by Wall St. Rank hold TD as of Q1 2026.

  • Adell Harriman & Carpenter held 5,950 shares of Toronto Dominion Bank worth $555K as of Q1 2026.
  • Adell Harriman & Carpenter sold 125 Toronto Dominion Bank shares in Q1 2026, an estimated $11.9K.
  • Toronto Dominion Bank made up 0.03% of Adell Harriman & Carpenter's portfolio in Q1 2026, its #120 holding.
  • Adell Harriman & Carpenter first reported a position in Toronto Dominion Bank in Q2 2013 and has held it in 52 quarters since.
  • Adell Harriman & Carpenter's Toronto Dominion Bank position peaked at $7.28M in Q2 2023.
  • 835 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

Based on Adell Harriman & Carpenter's 13F filing for Q1 2026, filed 4 May 2026.