HM Payson & Co’s Toll Brothers TOL Stock Holding History

HM Payson & Co’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 Q2	$286K	Hold	1,735	–	–	﹤0.01%	391
2026 Q1	$237K	Sell	1,735 -25	-1%	-$3.67K	﹤0.01%	405
2025 Q4	$238K	Hold	1,760	–	–	﹤0.01%	394
2025 Q3	$243K	Buy	1,760 +100	+6%	+$13.1K	﹤0.01%	393
2025 Q2	$189K	Sell	1,660 -300	-15%	-$31.1K	﹤0.01%	429
2025 Q1	$207K	Hold	1,960	–	–	﹤0.01%	407
2024 Q4	$247K	Sell	1,960 -300	-13%	-$44.5K	﹤0.01%	376
2024 Q3	$349K	Sell	2,260 -850	-27%	-$115K	0.01%	334
2024 Q2	$358K	Sell	3,110 -250	-7%	-$30.3K	0.01%	319
2024 Q1	$435K	Hold	3,360	–	–	0.01%	301
2023 Q4	$345K	Sell	3,360 -700	-17%	-$58.3K	0.01%	316
2023 Q3	$300K	Sell	4,060 -100	-2%	-$7.89K	0.01%	322
2023 Q2	$329K	Buy	4,160 +1,900	+84%	+$127K	0.01%	309
2023 Q1	$136K	Sell	2,260 -1,200	-35%	-$69.2K	﹤0.01%	424
2022 Q4	$173K	Sell	3,460 -400	-10%	-$18.4K	﹤0.01%	392
2022 Q3	$162K	Sell	3,860 -2,000	-34%	-$92.7K	﹤0.01%	404
2022 Q2	$261K	Sell	5,860 -10,100	-63%	-$473K	0.01%	330
2022 Q1	$750K	Hold	15,960	–	–	0.02%	230
2021 Q4	$1.16M	Sell	15,960 -800	-5%	-$51.4K	0.03%	197
2021 Q3	$927K	Buy	16,760 +460	+3%	+$27.2K	0.02%	214
2021 Q2	$942K	Buy	16,300 +7,100	+77%	+$433K	0.02%	216
2021 Q1	$522K	Hold	9,200	–	–	0.01%	267
2020 Q4	$400K	Buy	9,200 +200	+2%	+$9.27K	0.01%	286
2020 Q3	$438K	Sell	9,000 -100	-1%	-$4.04K	0.01%	265
2020 Q2	$297K	Sell	9,100 -2,200	-19%	-$60.2K	0.01%	288
2020 Q1	$218K	Sell	11,300 -800	-7%	-$30.3K	0.01%	308
2019 Q4	$478K	Sell	12,100 -300	-2%	-$12K	0.02%	265
2019 Q3	$509K	Sell	12,400 -4,903	-28%	-$181K	0.02%	257
2019 Q2	$634K	Sell	17,303 -899	-5%	-$33.6K	0.02%	242
2019 Q1	$659K	Buy	+18,202	New	+$654K	0.03%	192
2018 Q4	–	Sell	-9,000	Closed	-$297K	–	306
2018 Q3	$297K	Sell	9,000 -160	-2%	-$5.79K	0.01%	273
2018 Q2	$339K	Sell	9,160 -10	-0.1%	-$410	0.01%	261
2018 Q1	$397K	Buy	9,170 +170	+2%	+$7.98K	0.02%	245
2017 Q4	$432K	Hold	9,000	–	–	0.02%	252
2017 Q3	$373K	Hold	9,000	–	–	0.02%	248
2017 Q2	$356K	Hold	9,000	–	–	0.02%	259
2017 Q1	$325K	Hold	9,000	–	–	0.01%	262
2016 Q4	$279K	Hold	9,000	–	–	0.01%	274
2016 Q3	$269K	Hold	9,000	–	–	0.01%	273
2016 Q2	$242K	Hold	9,000	–	–	0.01%	284
2016 Q1	$266K	Hold	9,000	–	–	0.01%	270
2015 Q4	$300K	Hold	9,000	–	–	0.02%	255
2015 Q3	$308K	Hold	9,000	–	–	0.02%	244
2015 Q2	$344K	Hold	9,000	–	–	0.02%	246
2015 Q1	$354K	Hold	9,000	–	–	0.02%	244
2014 Q4	$308K	Hold	9,000	–	–	0.02%	249
2014 Q3	$280K	Hold	9,000	–	–	0.01%	253
2014 Q2	$332K	Sell	9,000 -425	-5%	-$15.1K	0.02%	241
2014 Q1	$338K	Buy	9,425 +425	+5%	+$15.6K	0.02%	238
2013 Q4	$333K	Hold	9,000	–	–	0.02%	237
2013 Q3	$292K	Hold	9,000	–	–	0.02%	248
2013 Q2	$294K	Buy	+9,000	New	+$304K	0.02%	238

Other funds holding TOL

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

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

HM Payson & Co's TOL Position: Q2 2026 in Review

HM Payson & Co held its Toll Brothers (TOL) position steady in Q2 2026 at 1,735 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #391.

HM Payson & Co first reported a position in TOL in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.16M in Q4 2021. 802 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

HM Payson & Co held 1,735 shares of Toll Brothers worth $286K as of Q2 2026.
HM Payson & Co left its Toll Brothers share count unchanged in Q2 2026.
Toll Brothers made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #391 holding.
HM Payson & Co first reported a position in Toll Brothers in Q2 2013 and has held it in 52 quarters since.
HM Payson & Co's Toll Brothers position peaked at $1.16M in Q4 2021.
802 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.