AWM
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Activest Wealth Management’s Toyota TM Stock Holding History

Activest Wealth Management’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
Q2 		– Sell
-202
Closed -$41.6K – 1490
2026
Q1 		$41.6K Hold
202
– – 0.01% 372
2025
Q4 		$43.2K Buy
202
+200
+10,000% +$40.6K 0.01% 345
2025
Q3 		$382 Hold
2
– – ﹤0.01% 983
2025
Q2 		$345 Hold
2
– – ﹤0.01% 914
2025
Q1 		$353 Hold
2
– – ﹤0.01% 884
2024
Q4 		$389 Hold
2
– – ﹤0.01% 560
2024
Q3 		$357 Hold
2
– – ﹤0.01% 500
2024
Q2 		$410 Hold
2
– – ﹤0.01% 468
2024
Q1 		$503 Hold
2
– – ﹤0.01% 342
2023
Q4 		$367 Hold
2
– – ﹤0.01% 307
2023
Q3 		$360 Hold
2
– – ﹤0.01% 327
2023
Q2 		$258 Hold
2
– – ﹤0.01% 282
2023
Q1 		$279 Buy
+2
New +$281 ﹤0.01% 302
2022
Q3 		– Sell
-2
Closed – – 599
2022
Q2 		$0 Hold
2
– – ﹤0.01% 399
2022
Q1 		$0 Hold
2
– – ﹤0.01% 374
2021
Q4 		$0 Hold
2
– – ﹤0.01% 405
2021
Q3 		$1K Hold
2
– – ﹤0.01% 366
2021
Q2 		$1K Hold
2
– – ﹤0.01% 326
2021
Q1 		$1K Buy
+2
New +$303 ﹤0.01% 294

Other funds holding TM

MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return

Activest Wealth Management's TM Position: Q2 2026 in Review

Activest Wealth Management sold out of Toyota (TM) in Q2 2026, closing a stake of 202 shares — an estimated $41.6K sold.

Activest Wealth Management first reported a position in TM in Q1 2021 and held it in 19 quarters. The position peaked at $43.2K in Q4 2025. 243 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Activest Wealth Management reported no remaining Toyota position as of Q2 2026 after selling out during the quarter.
  • Activest Wealth Management sold 202 Toyota shares in Q2 2026, an estimated $41.6K.
  • Activest Wealth Management first reported a position in Toyota in Q1 2021 and held it in 19 quarters.
  • Activest Wealth Management's Toyota position peaked at $43.2K in Q4 2025.
  • 243 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.