LWMI
TMHC

Legacy Wealth Management (Idaho)’s Taylor Morrison TMHC Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio TMHC Stock Details TMHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.47K Sell
94
-48
-34% -$3K ﹤0.01% 599
2025
Q4 		$8.36K Buy
142
+111
+358% +$6.79K ﹤0.01% 454
2025
Q3 		$2.05K Sell
31
-127
-80% -$8.36K ﹤0.01% 536
2025
Q2 		$9.71K Sell
158
-20
-11% -$1.16K 0.01% 321
2025
Q1 		$10.7K Hold
178
– – 0.01% 314
2024
Q4 		$11K Buy
178
+20
+13% +$1.36K 0.01% 275
2024
Q3 		$11K Buy
+158
New +$10.1K 0.01% 297

Other funds holding TMHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s TMHC Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) reduced its Taylor Morrison (TMHC) stake by 34% in Q1 2026, selling an estimated $3K and leaving 94 shares worth $5.47K. The position accounts for ﹤0.01% of the portfolio, ranked #599.

Legacy Wealth Management (Idaho) first reported a position in TMHC in Q3 2024 and has held it in 7 quarters since. The position peaked at $11K in Q3 2024. 449 funds tracked by Wall St. Rank hold TMHC as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 94 shares of Taylor Morrison worth $5.47K as of Q1 2026.
  • Legacy Wealth Management (Idaho) sold 48 Taylor Morrison shares in Q1 2026, an estimated $3K.
  • Taylor Morrison made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #599 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Taylor Morrison in Q3 2024 and has held it in 7 quarters since.
  • Legacy Wealth Management (Idaho)'s Taylor Morrison position peaked at $11K in Q3 2024.
  • 449 funds tracked by Wall St. Rank held Taylor Morrison as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.