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Lodestone Wealth Management’s Toll Brothers TOL Stock Holding History

Lodestone 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
Q2 		$1.66K Hold
10
– – ﹤0.01% 702
2026
Q1 		$1.38K Hold
10
– – ﹤0.01% 700
2025
Q4 		$1.36K Buy
+10
New +$1.36K ﹤0.01% 709

Other funds holding TOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Lodestone Wealth Management's TOL Position: Q2 2026 in Review

Lodestone Wealth Management held its Toll Brothers (TOL) position steady in Q2 2026 at 10 shares worth $1.66K. The position accounts for ﹤0.01% of the portfolio, ranked #702.

Lodestone Wealth Management first reported a position in TOL in Q4 2025 and has held it in 3 quarters since. 799 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Lodestone Wealth Management held 10 shares of Toll Brothers worth $1.66K as of Q2 2026.
  • Lodestone Wealth Management left its Toll Brothers share count unchanged in Q2 2026.
  • Toll Brothers made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #702 holding.
  • Lodestone Wealth Management first reported a position in Toll Brothers in Q4 2025 and has held it in 3 quarters since.
  • 799 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.