B
TMHC

Bailard’s Taylor Morrison TMHC Stock Holding History

Bailard’s Portfolio TMHC Stock Details TMHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$722K Buy
12,400
+1,200
+11% +$75K 0.02% 418
2025
Q4 		$659K Hold
11,200
– – 0.01% 420
2025
Q3 		$739K Hold
11,200
– – 0.02% 399
2025
Q2 		$688K Buy
11,200
+600
+6% +$34.9K 0.02% 405
2025
Q1 		$636K Sell
10,600
-1,100
-9% -$68.5K 0.02% 407
2024
Q4 		$716K Buy
11,700
+1,700
+17% +$116K 0.02% 369
2024
Q3 		$703K Sell
10,000
-1,800
-15% -$115K 0.02% 396
2024
Q2 		$654K Buy
11,800
+3,900
+49% +$223K 0.02% 390
2024
Q1 		$491K Sell
7,900
-4,400
-36% -$242K 0.01% 464
2023
Q4 		$656K Buy
+12,300
New +$550K 0.02% 395
2023
Q2 		– Sell
-13,358
Closed -$511K – 789
2023
Q1 		$511K Buy
13,358
+6,178
+86% +$217K 0.02% 389
2022
Q4 		$218K Buy
+7,180
New +$200K 0.01% 628
2022
Q3 		– Sell
-15,153
Closed -$354K – 758
2022
Q2 		$354K Buy
+15,153
New +$401K 0.01% 444
2019
Q3 		– Sell
-18,800
Closed -$394K – 593
2019
Q2 		$394K Buy
+18,800
New +$374K 0.02% 348
2018
Q4 		– Sell
-30,700
Closed -$554K – 554
2018
Q3 		$554K Buy
30,700
+3,900
+15% +$77.5K 0.03% 347
2018
Q2 		$557K Hold
26,800
– – 0.03% 338
2018
Q1 		$624K Buy
+26,800
New +$668K 0.04% 274

Other funds holding TMHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bailard's TMHC Position: Q1 2026 in Review

Bailard increased its Taylor Morrison (TMHC) stake by 11% in Q1 2026, buying an estimated $75K and bringing the position to 12,400 shares worth $722K. The position accounts for 0.02% of the portfolio, ranked #418.

Bailard first reported a position in TMHC in Q1 2018 and has held it in 17 quarters since. The position peaked at $739K in Q3 2025. 449 funds tracked by Wall St. Rank hold TMHC as of Q1 2026.

  • Bailard held 12,400 shares of Taylor Morrison worth $722K as of Q1 2026.
  • Bailard bought 1,200 Taylor Morrison shares in Q1 2026, an estimated $75K.
  • Taylor Morrison made up 0.02% of Bailard's portfolio in Q1 2026, its #418 holding.
  • Bailard first reported a position in Taylor Morrison in Q1 2018 and has held it in 17 quarters since.
  • Bailard's Taylor Morrison position peaked at $739K in Q3 2025.
  • 449 funds tracked by Wall St. Rank held Taylor Morrison as of Q1 2026.

Based on Bailard's 13F filing for Q1 2026, filed 11 May 2026.