LYELL WEALTH MANAGEMENT, LP TOL — Toll Brothers Inc

Ownership history in LYELL WEALTH MANAGEMENT, LP  ·  33 quarters on record

AI Ownership Summary

LYELL WEALTH MANAGEMENT, LP reported Toll Brothers Inc (TOL) in 33 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.0% in 2026 Q1. The latest visible filing shows TOL at 1.00% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TOL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LYELL WEALTH MANAGEMENT, LP'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 1.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.0% in 2026 Q1

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

Time in book
Holding Window
2023 Q4 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 LYELL WEALTH MANAGEMENT, LP fund profile LYELL WEALTH MANAGEMENT, LP full holdings
How LYELL WEALTH MANAGEMENT, LP 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 100,181 +4,537 +4.7% 1.00% $13.7M 2026-05-07 $137.09
2025 Q4 ADDED — — — 95,644 +4,147 +4.5% 0.94% $12.9M 2026-02-12 $162.31
2025 Q3 ADDED — — — 91,497 +14,319 +18.6% 0.94% $12.6M 2025-11-06 $132.17
2025 Q2 ADDED — — — 77,178 +8,276 +12.0% 0.70% $8.8M 2025-07-29 $122.18
2025 Q1 ADDED — — — 68,902 +21,553 +45.5% 0.68% $7.3M 2025-05-08 $103.08
2024 Q4 ADDED — — — 47,349 +41,299 +682.6% 0.53% $6.0M 2025-02-03 $130.11
2024 Q3 UNCHANGED — — — 6,050 — 0% 0.08% $935K 2024-10-23 $145.17
2024 Q2 UNCHANGED — — — 6,050 — 0% 0.07% $697K 2024-08-08 $124.93
2024 Q1 UNCHANGED — — — 6,050 — 0% 0.08% $783K 2024-05-03 $121.69
2023 Q4 UNCHANGED — — — 6,050 — 0% 0.07% $622K 2024-02-02 $98.42
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 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% BAYPOINTE PARTNERS LLC 3.75% OPINICUS CAPITAL, INC. 1.7% Trail Ridge Investment Advisors, LLC 3Y 1.55% DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 3Y 7Y 1.3% DELPHI MANAGEMENT INC /MA/ 3Y 7Y 1.29% Byrne Asset Management LLC 3Y 1.28% OUTFITTERS FINANCIAL LLC 3Y 1.17% McLaughlin Asset Management, Inc. 1.15%

FAQ About LYELL WEALTH MANAGEMENT, LP and TOL

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

How long has LYELL WEALTH MANAGEMENT, LP reported owning TOL?

LYELL WEALTH MANAGEMENT, LP reported TOL across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported TOL position in LYELL WEALTH MANAGEMENT, LP's portfolio?

The largest reported portfolio weight for TOL was 1.00% in 2026 Q1.

What is the latest reported TOL position on this page?

The most recent filing on this page is 2026 Q1, when LYELL WEALTH MANAGEMENT, LP reported 100,181 shares, equal to 1.00% of portfolio, with an estimated market value of $13.7M.

What does the chart on this TOL ownership page compare?

The chart compares LYELL WEALTH MANAGEMENT, LP'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.

How well did LYELL WEALTH MANAGEMENT, LP time their TOL position?

Based on 13F filing dates vs. subsequent TOL price moves, LYELL WEALTH MANAGEMENT, LP correctly timed 10 out of 18 reported position changes (56%). The annualised alpha on TOL relative to SPY over the holding period was +3.1%.

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