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Aaron Wealth Advisors’s Toyota TM Stock Holding History

Aaron Wealth Advisors’s Portfolio TM Stock Details TM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.3M Buy
12,536
+1,305
+12% +$245K 0.11% 108
2026
Q2 		$1.89M Sell
11,231
-376
-3% -$71.2K 0.1% 132
2026
Q1 		$2.39M Buy
11,607
+2,002
+21% +$452K 0.14% 89
2025
Q4 		$2.06M Buy
9,605
+1,905
+25% +$386K 0.11% 124
2025
Q3 		$1.47M Sell
7,700
-402
-5% -$75.8K 0.09% 160
2025
Q2 		$1.4M Buy
8,102
+167
+2% +$30.2K 0.14% 102
2025
Q1 		$1.4M Buy
7,935
+411
+5% +$76.5K 0.16% 90
2024
Q4 		$1.46M Buy
7,524
+677
+10% +$119K 0.17% 77
2024
Q3 		$1.22M Buy
6,847
+1,214
+22% +$227K 0.15% 93
2024
Q2 		$1.15M Buy
5,633
+438
+8% +$96.9K 0.16% 85
2024
Q1 		$1.31M Buy
5,195
+2,175
+72% +$481K 0.19% 73
2023
Q4 		$554K Buy
3,020
+231
+8% +$42.1K 0.09% 133
2023
Q3 		$501K Buy
2,789
+255
+10% +$43.5K 0.06% 148
2023
Q2 		$407K Buy
2,534
+188
+8% +$27.1K 0.05% 178
2023
Q1 		$332K Buy
2,346
+781
+50% +$110K 0.05% 194
2022
Q4 		$214K Buy
+1,565
New +$218K 0.03% 229
2022
Q2 		– Sell
-1,119
Closed -$202K – 788
2022
Q1 		$202K Buy
+1,119
New +$209K 0.05% 190

Other funds holding TM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
HJIM
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
MPPW
Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $277M AUM 23.93% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Aaron Wealth Advisors's TM Position: Q3 2026 in Review

Aaron Wealth Advisors increased its Toyota (TM) stake by 12% in Q3 2026, buying an estimated $245K and bringing the position to 12,536 shares worth $2.3M. The position accounts for 0.11% of the portfolio, ranked #108.

Aaron Wealth Advisors first reported a position in TM in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.39M in Q1 2026. 70 funds tracked by Wall St. Rank hold TM as of Q3 2026.

  • Aaron Wealth Advisors held 12,536 shares of Toyota worth $2.3M as of Q3 2026.
  • Aaron Wealth Advisors bought 1,305 Toyota shares in Q3 2026, an estimated $245K.
  • Toyota made up 0.11% of Aaron Wealth Advisors's portfolio in Q3 2026, its #108 holding.
  • Aaron Wealth Advisors first reported a position in Toyota in Q1 2022 and has held it in 17 quarters since.
  • Aaron Wealth Advisors's Toyota position peaked at $2.39M in Q1 2026.
  • 70 funds tracked by Wall St. Rank held Toyota as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.