Carson Wealth (CWM LLC)’s Toll Brothers TOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.05M | Sell |
59,021
-813
| -1% | -$119K | 0.02% | 631 |
|
|
2025
Q4 | $8.09M | Sell |
59,834
-6,761
| -10% | -$918K | 0.02% | 593 |
|
|
2025
Q3 | $9.2M | Buy |
66,595
+7,363
| +12% | +$961K | 0.03% | 497 |
|
|
2025
Q2 | $6.76M | Buy |
59,232
+43,185
| +269% | +$4.48M | 0.02% | 505 |
|
|
2025
Q1 | $1.69M | Buy |
16,047
+7,668
| +92% | +$921K | 0.01% | 886 |
|
|
2024
Q4 | $1.05M | Buy |
8,379
+1,777
| +27% | +$264K | ﹤0.01% | 1052 |
|
|
2024
Q3 | $1.02M | Buy |
6,602
+332
| +5% | +$45K | ﹤0.01% | 1020 |
|
|
2024
Q2 | $722K | Sell |
6,270
-1,071
| -15% | -$130K | ﹤0.01% | 1053 |
|
|
2024
Q1 | $950K | Buy |
7,341
+3,609
| +97% | +$393K | ﹤0.01% | 878 |
|
|
2023
Q4 | $384K | Buy |
3,732
+1,361
| +57% | +$113K | ﹤0.01% | 1157 |
|
|
2023
Q3 | $175K | Buy |
2,371
+779
| +49% | +$61.5K | ﹤0.01% | 1358 |
|
|
2023
Q2 | $126K | Sell |
1,592
-744
| -32% | -$49.9K | ﹤0.01% | 1451 |
|
|
2023
Q1 | $140K | Buy |
2,336
+1,853
| +384% | +$107K | ﹤0.01% | 1345 |
|
|
2022
Q4 | $24K | Buy |
483
+138
| +40% | +$6.35K | ﹤0.01% | 2250 |
|
|
2022
Q3 | $14K | Buy |
345
+173
| +101% | +$8.02K | ﹤0.01% | 2487 |
|
|
2022
Q2 | $8K | Sell |
172
-148
| -46% | -$6.92K | ﹤0.01% | 2742 |
|
|
2022
Q1 | $15K | Buy |
320
+194
| +154% | +$10.9K | ﹤0.01% | 2267 |
|
|
2021
Q4 | $9K | Buy |
+126
| New | +$8.1K | ﹤0.01% | 2437 |
|
|
2021
Q2 | $6K | Hold |
108
| – | – | ﹤0.01% | 2320 |
|
|
2021
Q1 | $6K | Hold |
108
| – | – | ﹤0.01% | 2319 |
|
|
2020
Q4 | $6K | Hold |
108
| – | – | ﹤0.01% | 2318 |
|
|
2020
Q3 | $6K | Hold |
108
| – | – | ﹤0.01% | 2318 |
|
|
2020
Q2 | $6K | Hold |
108
| – | – | ﹤0.01% | 2318 |
|
|
2020
Q1 | $6K | Hold |
108
| – | – | ﹤0.01% | 2318 |
|
|
2019
Q4 | $6K | Hold |
108
| – | – | ﹤0.01% | 2318 |
|
|
2019
Q3 | $6K | Hold |
108
| – | – | ﹤0.01% | 2317 |
|
|
2019
Q2 | $6K | Hold |
108
| – | – | ﹤0.01% | 2317 |
|
|
2019
Q1 | $6K | Buy |
+108
| New | +$3.88K | ﹤0.01% | 2317 |
|
|
2018
Q4 | – | Sell |
-10
| Closed | – | – | 2242 |
|
|
2018
Q3 | $0 | Sell |
10
-18
| -64% | -$651 | ﹤0.01% | 1992 |
|
|
2018
Q2 | $1K | Buy |
+28
| New | +$1.15K | ﹤0.01% | 1604 |
|
|
2018
Q1 | – | Sell |
-3,244
| Closed | -$156K | – | 1535 |
|
|
2017
Q4 | $156K | Hold |
3,244
| – | – | 0.01% | 373 |
|
|
2017
Q3 | $135K | Buy |
+3,244
| New | +$128K | 0.01% | 373 |
|
Other funds holding TOL
GA
VCM
VPM
Carson Wealth (CWM LLC)'s TOL Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Toll Brothers (TOL) stake by 1.4% in Q1 2026, selling an estimated $119K and leaving 59,021 shares worth $8.05M. The position accounts for 0.02% of the portfolio, ranked #631.
Carson Wealth (CWM LLC) first reported a position in TOL in Q3 2017 and has held it in 32 quarters since. The position peaked at $9.2M in Q3 2025. 783 funds tracked by Wall St. Rank hold TOL as of Q1 2026.
- Carson Wealth (CWM LLC) held 59,021 shares of Toll Brothers worth $8.05M as of Q1 2026.
- Carson Wealth (CWM LLC) sold 813 Toll Brothers shares in Q1 2026, an estimated $119K.
- Toll Brothers made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #631 holding.
- Carson Wealth (CWM LLC) first reported a position in Toll Brothers in Q3 2017 and has held it in 32 quarters since.
- Carson Wealth (CWM LLC)'s Toll Brothers position peaked at $9.2M in Q3 2025.
- 783 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.