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CCM Investment Group’s Toll Brothers TOL Stock Holding History

CCM Investment Group’s Portfolio TOL Stock Details TOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$889K Buy
8,460
+1,110
+15% +$133K 0.09% 126
2024
Q4 		$927K Buy
+7,350
New +$1.09M 0.1% 125

Other funds holding TOL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

CCM Investment Group's TOL Position: Q1 2025 in Review

CCM Investment Group increased its Toll Brothers (TOL) stake by 15% in Q1 2025, buying an estimated $133K and bringing the position to 8,460 shares worth $889K. The position accounts for 0.09% of the portfolio, ranked #126.

CCM Investment Group first reported a position in TOL in Q4 2024 and has held it in 2 quarters since. The position peaked at $927K in Q4 2024. 661 funds tracked by Wall St. Rank hold TOL as of Q1 2025.

  • CCM Investment Group held 8,460 shares of Toll Brothers worth $889K as of Q1 2025.
  • CCM Investment Group bought 1,110 Toll Brothers shares in Q1 2025, an estimated $133K.
  • Toll Brothers made up 0.09% of CCM Investment Group's portfolio in Q1 2025, its #126 holding.
  • CCM Investment Group first reported a position in Toll Brothers in Q4 2024 and has held it in 2 quarters since.
  • CCM Investment Group's Toll Brothers position peaked at $927K in Q4 2024.
  • 661 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2025.

Based on CCM Investment Group's 13F filing for Q1 2025, filed 12 May 2025.