BAM Wealth Management’s D.R. Horton DHI Stock Holding History

BAM Wealth Management’s Portfolio DHI Stock Details DHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,891	Closed	-$320K	–	163
2025 Q3	$320K	Buy	+1,891	New	+$297K	0.25%	94

Other funds holding DHI

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BAM Wealth Management's DHI Position: Q4 2025 in Review

BAM Wealth Management sold out of D.R. Horton (DHI) in Q4 2025, closing a stake of 1,891 shares — an estimated $320K sold.

BAM Wealth Management first reported a position in DHI in Q3 2025 and held it in 1 quarter. The position peaked at $320K in Q3 2025. 1,187 funds tracked by Wall St. Rank hold DHI as of Q4 2025.

BAM Wealth Management reported no remaining D.R. Horton position as of Q4 2025 after selling out during the quarter.
BAM Wealth Management sold 1,891 D.R. Horton shares in Q4 2025, an estimated $320K.
BAM Wealth Management first reported a position in D.R. Horton in Q3 2025 and held it in 1 quarter.
BAM Wealth Management's D.R. Horton position peaked at $320K in Q3 2025.
1,187 funds tracked by Wall St. Rank held D.R. Horton as of Q4 2025.

Based on BAM Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.