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Montgomery Investment Management’s Toll Brothers TOL Stock Holding History

Montgomery Investment 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
2025
Q1 		– Sell
-1,800
Closed -$227K – 97
2024
Q4 		$227K Hold
1,800
– – 0.09% 86
2024
Q3 		$278K Hold
1,800
– – 0.1% 79
2024
Q2 		$207K Hold
1,800
– – 0.08% 87
2024
Q1 		$233K Buy
+1,800
New +$196K 0.09% 83

Other funds holding TOL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Montgomery Investment Management's TOL Position: Q1 2025 in Review

Montgomery Investment Management sold out of Toll Brothers (TOL) in Q1 2025, closing a stake of 1,800 shares — an estimated $227K sold.

Montgomery Investment Management first reported a position in TOL in Q1 2024 and held it in 4 quarters. The position peaked at $278K in Q3 2024. 661 funds tracked by Wall St. Rank hold TOL as of Q1 2025.

  • Montgomery Investment Management reported no remaining Toll Brothers position as of Q1 2025 after selling out during the quarter.
  • Montgomery Investment Management sold 1,800 Toll Brothers shares in Q1 2025, an estimated $227K.
  • Montgomery Investment Management first reported a position in Toll Brothers in Q1 2024 and held it in 4 quarters.
  • Montgomery Investment Management's Toll Brothers position peaked at $278K in Q3 2024.
  • 661 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2025.

Based on Montgomery Investment Management's 13F filing for Q1 2025, filed 6 May 2025.