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Forum Financial Management’s Toll Brothers TOL Stock Holding History

Forum Financial Management’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
2026
Q1 		– Sell
-3,618
Closed -$489K – 929
2025
Q4 		$489K Buy
3,618
+3
+0.1% +$407 0.01% 483
2025
Q3 		$499K Buy
3,615
+250
+7% +$32.6K 0.01% 454
2025
Q2 		$384K Sell
3,365
-4
-0.1% -$415 0.01% 525
2025
Q1 		$356K Buy
3,369
+8
+0.2% +$960 0.01% 502
2024
Q4 		$423K Hold
3,361
– – 0.01% 449
2024
Q3 		$519K Sell
3,361
-6
-0.2% -$814 0.01% 319
2024
Q2 		$388K Buy
3,367
+14
+0.4% +$1.7K 0.01% 398
2024
Q1 		$434K Hold
3,353
– – 0.01% 372
2023
Q4 		$345K Hold
3,353
– – 0.01% 403
2023
Q3 		$248K Hold
3,353
– – 0.01% 489
2023
Q2 		$265K Hold
3,353
– – 0.01% 482
2023
Q1 		$201K Buy
+3,353
New +$193K 0.01% 572
2022
Q1 		– Sell
-3,691
Closed -$267K – 674
2021
Q4 		$267K Buy
+3,691
New +$237K 0.01% 471

Other funds holding TOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Forum Financial Management sold out of Toll Brothers (TOL) in Q1 2026, closing a stake of 3,618 shares — an estimated $489K sold.

Forum Financial Management first reported a position in TOL in Q4 2021 and held it in 13 quarters. The position peaked at $519K in Q3 2024. 784 funds tracked by Wall St. Rank hold TOL as of Q1 2026.

  • Forum Financial Management reported no remaining Toll Brothers position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 3,618 Toll Brothers shares in Q1 2026, an estimated $489K.
  • Forum Financial Management first reported a position in Toll Brothers in Q4 2021 and held it in 13 quarters.
  • Forum Financial Management's Toll Brothers position peaked at $519K in Q3 2024.
  • 784 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2026.

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