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OMC Financial Services’s Toll Brothers TOL Stock Holding History

OMC Financial Services’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 		$2.58M Hold
18,918
– – 1% 27
2025
Q4 		$2.56M Buy
18,918
+1,288
+7% +$175K 0.95% 26
2025
Q3 		$2.44M Hold
17,630
– – 0.9% 29
2025
Q2 		$2.01M Sell
17,630
-752
-4% -$78K 0.82% 31
2025
Q1 		$1.94M Sell
18,382
-119
-0.6% -$14.3K 0.87% 29
2024
Q4 		$2.33M Buy
+18,501
New +$2.75M 0.99% 21

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

OMC Financial Services's TOL Position: Q1 2026 in Review

OMC Financial Services held its Toll Brothers (TOL) position steady in Q1 2026 at 18,918 shares worth $2.58M. The position accounts for 1% of the portfolio, ranked #27.

OMC Financial Services first reported a position in TOL in Q4 2024 and has held it in 6 quarters since. 779 funds tracked by Wall St. Rank hold TOL as of Q1 2026.

  • OMC Financial Services held 18,918 shares of Toll Brothers worth $2.58M as of Q1 2026.
  • OMC Financial Services left its Toll Brothers share count unchanged in Q1 2026.
  • Toll Brothers made up 1% of OMC Financial Services's portfolio in Q1 2026, its #27 holding.
  • OMC Financial Services first reported a position in Toll Brothers in Q4 2024 and has held it in 6 quarters since.
  • 779 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2026.

Based on OMC Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.