Forum Financial Management’s Taylor Morrison TMHC Stock Holding History

Forum Financial Management’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	–	Sell	-4,292	Closed	-$253K	–	925
2025 Q4	$253K	Hold	4,292	–	–	﹤0.01%	840
2025 Q3	$283K	Sell	4,292 -11	-0.3%	-$724	﹤0.01%	777
2025 Q2	$264K	Buy	4,303 +17	+0.4%	+$988	﹤0.01%	738
2025 Q1	$257K	Buy	4,286 +15	+0.4%	+$934	﹤0.01%	676
2024 Q4	$261K	Hold	4,271	–	–	﹤0.01%	695
2024 Q3	$300K	Sell	4,271 -159	-4%	-$10.2K	0.01%	517
2024 Q2	$246K	Buy	4,430 +165	+4%	+$9.43K	﹤0.01%	569
2024 Q1	$265K	Hold	4,265	–	–	﹤0.01%	555
2023 Q4	$228K	Buy	+4,265	New	+$191K	﹤0.01%	583
2023 Q3	–	Sell	-4,265	Closed	-$208K	–	674
2023 Q2	$208K	Buy	+4,265	New	+$184K	﹤0.01%	597

Other funds holding TMHC

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Forum Financial Management's TMHC Position: Q1 2026 in Review

Forum Financial Management sold out of Taylor Morrison (TMHC) in Q1 2026, closing a stake of 4,292 shares — an estimated $253K sold.

Forum Financial Management first reported a position in TMHC in Q2 2023 and held it in 10 quarters. The position peaked at $300K in Q3 2024. 449 funds tracked by Wall St. Rank hold TMHC as of Q1 2026.

Forum Financial Management reported no remaining Taylor Morrison position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 4,292 Taylor Morrison shares in Q1 2026, an estimated $253K.
Forum Financial Management first reported a position in Taylor Morrison in Q2 2023 and held it in 10 quarters.
Forum Financial Management's Taylor Morrison position peaked at $300K in Q3 2024.
449 funds tracked by Wall St. Rank held Taylor Morrison as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.