FSM Wealth Advisors’s D.R. Horton DHI Stock Holding History

FSM Wealth Advisors’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	-1,200	Closed	-$203K	–	311
2025 Q3	$203K	Buy	+1,200	New	+$189K	0.03%	313
2023 Q3	–	Sell	-3,075	Closed	-$367K	–	151
2023 Q2	$367K	Sell	3,075 -201	-6%	-$22K	0.18%	102
2023 Q1	$320K	Buy	3,276 +1	+0%	+$95	0.19%	108
2022 Q4	$292K	Buy	+3,275	New	+$262K	0.21%	110

Other funds holding DHI

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FSM Wealth Advisors's DHI Position: Q4 2025 in Review

FSM Wealth Advisors sold out of D.R. Horton (DHI) in Q4 2025, closing a stake of 1,200 shares — an estimated $203K sold.

FSM Wealth Advisors first reported a position in DHI in Q4 2022 and held it in 4 quarters. The position peaked at $367K in Q2 2023. 1,189 funds tracked by Wall St. Rank hold DHI as of Q4 2025.

FSM Wealth Advisors reported no remaining D.R. Horton position as of Q4 2025 after selling out during the quarter.
FSM Wealth Advisors sold 1,200 D.R. Horton shares in Q4 2025, an estimated $203K.
FSM Wealth Advisors first reported a position in D.R. Horton in Q4 2022 and held it in 4 quarters.
FSM Wealth Advisors's D.R. Horton position peaked at $367K in Q2 2023.
1,189 funds tracked by Wall St. Rank held D.R. Horton as of Q4 2025.

Based on FSM Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.