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AE Wealth Management’s Toyota TM Stock Holding History

AE 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 		$267K Buy
1,583
+526
+50% +$99.6K ﹤0.01% 1547
2026
Q1 		$218K Buy
1,057
+115
+12% +$26K ﹤0.01% 1562
2025
Q4 		$202K Buy
+942
New +$191K ﹤0.01% 1523
2024
Q3 		– Sell
-1,001
Closed -$205K – 1324
2024
Q2 		$205K Buy
1,001
+143
+17% +$31.6K ﹤0.01% 1158
2024
Q1 		$216K Sell
858
-2,768
-76% -$613K ﹤0.01% 1067
2023
Q4 		$718K Sell
3,626
-175
-5% -$31.9K ﹤0.01% 1282
2023
Q3 		$683K Buy
3,801
+1,166
+44% +$199K ﹤0.01% 1240
2023
Q2 		$424K Buy
2,635
+814
+45% +$117K ﹤0.01% 1468
2023
Q1 		$258K Sell
1,821
-38
-2% -$5.34K ﹤0.01% 1622
2022
Q4 		$254K Sell
1,859
-680
-27% -$94.8K ﹤0.01% 1572
2022
Q3 		$331K Sell
2,539
-1
-0% -$152 ﹤0.01% 1432
2022
Q2 		$392K Buy
2,540
+325
+15% +$53.7K ﹤0.01% 1317
2022
Q1 		$399K Sell
2,215
-2,511
-53% -$470K ﹤0.01% 1303
2021
Q4 		$876K Buy
4,726
+130
+3% +$23.4K 0.01% 980
2021
Q3 		$817K Buy
4,596
+1,959
+74% +$350K 0.01% 939
2021
Q2 		$461K Buy
2,637
+1,122
+74% +$184K ﹤0.01% 1168
2021
Q1 		$236K Buy
+1,515
New +$229K ﹤0.01% 1344

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

AE Wealth Management increased its Toyota (TM) stake by 50% in Q2 2026, buying an estimated $99.6K and bringing the position to 1,583 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #1547.

AE Wealth Management first reported a position in TM in Q1 2021 and has held it in 17 quarters since. The position peaked at $876K in Q4 2021. 644 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • AE Wealth Management held 1,583 shares of Toyota worth $267K as of Q2 2026.
  • AE Wealth Management bought 526 Toyota shares in Q2 2026, an estimated $99.6K.
  • Toyota made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1547 holding.
  • AE Wealth Management first reported a position in Toyota in Q1 2021 and has held it in 17 quarters since.
  • AE Wealth Management's Toyota position peaked at $876K in Q4 2021.
  • 644 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.