TOL — TOLL BROTHERS INC

Ownership history in BROWN, LISLE/CUMMINGS, INC.  ·  8 quarters on record

AI Ownership Summary

BROWN, LISLE/CUMMINGS, INC. reported TOLL BROTHERS INC (TOL) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.32% in 2024 Q3. The latest visible filing shows TOL at 0.26% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TOL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BROWN, LISLE/CUMMINGS, INC.'s position in TOLL BROTHERS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TOL was reported at 0.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TOL stock page BROWN, LISLE/CUMMINGS, INC. fund profile BROWN, LISLE/CUMMINGS, INC. full holdings
How BROWN, LISLE/CUMMINGS, INC. held TOL — position size vs. price
% of Fund (quarterly)    TOL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 7,600 — 0% 0.26% $1.0M 2026-04-20 $147.29
2025 Q4 UNCHANGED 7,600 — 0% 0.25% $1.0M 2026-01-23 $144.65
2025 Q3 UNCHANGED 7,600 — 0% 0.27% $1.0M 2025-10-10 $126.79
2025 Q2 UNCHANGED 7,600 — 0% 0.23% $867K 2025-07-16 $116.08
2025 Q1 ADDED 7,600 +775 +11.4% 0.23% $802K 2025-04-22 $96.72
2024 Q4 UNCHANGED 6,825 — 0% 0.26% $860K 2025-01-27 $138.46
2024 Q3 REDUCED 6,825 -75 -1.1% 0.32% $1.1M 2024-10-18 $157.65
2024 Q2 INITIATED 6,900 — — 0.26% $795K 2024-07-17 $126.42

🏢 Other funds also holding TOL

As of 2026 Q1 — sorted by position size

GREENHAVEN ASSOCIATES INC 3Y 7Y 12.69% Riverstone Advisors, LLC 3Y 7Y 6.16% DELPHI MANAGEMENT INC /MA/ 3Y 7Y 1.29% Byrne Asset Management LLC 3Y 1.28% OUTFITTERS FINANCIAL LLC 3Y 1.17% BRIAN LOW FINANCIAL GROUP, LLC 1.04% WINCAP FINANCIAL LLC 0.66% CAPITAL MANAGEMENT CORP /VA 3Y 7Y 0.58% VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 3Y 7Y 0.37% HIGHLAND CAPITAL MANAGEMENT, LLC 3Y 7Y 0.35%

FAQ About BROWN, LISLE/CUMMINGS, INC. and TOL

These are the practical questions this page is built to answer before you even open the full history table.

How long has BROWN, LISLE/CUMMINGS, INC. reported owning TOL?

BROWN, LISLE/CUMMINGS, INC. reported TOL across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported TOL position in BROWN, LISLE/CUMMINGS, INC.'s portfolio?

The largest reported portfolio weight for TOL was 0.32% in 2024 Q3.

What is the latest reported TOL position on this page?

The most recent filing on this page is 2026 Q1, when BROWN, LISLE/CUMMINGS, INC. reported 7,600 shares, equal to 0.26% of portfolio, with an estimated market value of $1.0M.

What does the chart on this TOL ownership page compare?

The chart compares BROWN, LISLE/CUMMINGS, INC.'s quarterly TOL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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