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JPL Wealth Management’s Toll Brothers TOL Stock Holding History

JPL 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 		$13.1K Buy
+96
New +$14.1K ﹤0.01% 475
2025
Q4 		– Sell
-96
Closed -$13.3K – 1030
2025
Q3 		$13.3K Buy
+96
New +$12.5K ﹤0.01% 482

Other funds holding TOL

BlackRock
BlackRock New York $5.72T 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

JPL Wealth Management's TOL Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Toll Brothers (TOL) in Q1 2026: 96 shares worth $13.1K. The stake represents ﹤0.01% of the portfolio and ranks #475 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in TOL as recently as Q3 2025.

JPL Wealth Management first reported a position in TOL in Q3 2025 and has held it in 2 quarters since. The position peaked at $13.3K in Q3 2025. 779 funds tracked by Wall St. Rank hold TOL as of Q1 2026.

  • JPL Wealth Management held 96 shares of Toll Brothers worth $13.1K as of Q1 2026.
  • Toll Brothers was a new JPL Wealth Management position in Q1 2026.
  • Toll Brothers made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #475 holding.
  • JPL Wealth Management first reported a position in Toll Brothers in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Toll Brothers position peaked at $13.3K in Q3 2025.
  • 779 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.