JPWM
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Jamison Private Wealth Management’s Toll Brothers TOL Stock Holding History

Jamison Private Wealth 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 		$1.01M Buy
7,367
+241
+3% +$35.4K 0.13% 118
2025
Q4 		$964K Buy
7,126
+151
+2% +$20.5K 0.12% 118
2025
Q3 		$964K Buy
6,975
+1,637
+31% +$214K 0.12% 114
2025
Q2 		$609K Buy
5,338
+855
+19% +$88.7K 0.09% 134
2025
Q1 		$473K Buy
4,483
+1,001
+29% +$120K 0.07% 141
2024
Q4 		$439K Buy
3,482
+1,920
+123% +$285K 0.06% 150
2024
Q3 		$241K Buy
1,562
+296
+23% +$40.1K 0.04% 175
2024
Q2 		$146K Hold
1,266
– – 0.02% 193
2024
Q1 		$164K Hold
1,266
– – 0.03% 187
2023
Q4 		$130K Hold
1,266
– – 0.02% 189
2023
Q3 		$93.6K Buy
+1,266
New +$99.9K 0.02% 203

Other funds holding TOL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return