Pinnacle Wealth Planning Services’s Taylor Morrison TMHC Stock Holding History

Pinnacle Wealth Planning Services’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 Q3	–	Sell	-1,322	Closed	-$94.8K	–	2930
2026 Q2	$94.8K	Hold	1,322	–	–	0.01%	902
2026 Q1	$77K	Hold	1,322	–	–	0.01%	961
2025 Q4	$77.8K	Buy	+1,322	New	+$80.8K	0.01%	927
2021 Q1	–	Sell	-2,105	Closed	-$54K	–	1789
2020 Q4	$54K	Buy	+2,105	New	+$53.7K	0.01%	762

Other funds holding TMHC

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Pinnacle Wealth Planning Services's TMHC Position: Q3 2026 in Review

Pinnacle Wealth Planning Services sold out of Taylor Morrison (TMHC) in Q3 2026, closing a stake of 1,322 shares — an estimated $94.8K sold.

Pinnacle Wealth Planning Services first reported a position in TMHC in Q4 2020 and held it in 4 quarters. The position peaked at $94.8K in Q2 2026. 1 fund tracked by Wall St. Rank holds TMHC as of Q3 2026.

Pinnacle Wealth Planning Services reported no remaining Taylor Morrison position as of Q3 2026 after selling out during the quarter.
Pinnacle Wealth Planning Services sold 1,322 Taylor Morrison shares in Q3 2026, an estimated $94.8K.
Pinnacle Wealth Planning Services first reported a position in Taylor Morrison in Q4 2020 and held it in 4 quarters.
Pinnacle Wealth Planning Services's Taylor Morrison position peaked at $94.8K in Q2 2026.
1 fund tracked by Wall St. Rank held Taylor Morrison as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.