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Alaethes Wealth’s Toyota TM Stock Holding History

Alaethes Wealth’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
Q1 		$1.89M Buy
9,149
+29
+0.3% +$6.55K 0.54% 59
2025
Q4 		$1.95M Sell
9,120
-58
-0.6% -$11.8K 0.55% 59
2025
Q3 		$1.75M Buy
9,178
+109
+1% +$20.5K 0.5% 70
2025
Q2 		$1.56M Buy
9,069
+352
+4% +$63.7K 0.47% 73
2025
Q1 		$1.54M Buy
8,717
+348
+4% +$64.8K 0.56% 65
2024
Q4 		$1.63M Buy
8,369
+122
+1% +$21.5K 0.58% 60
2024
Q3 		$1.47M Buy
8,247
+698
+9% +$130K 0.54% 79
2024
Q2 		$1.55M Buy
7,549
+104
+1% +$23K 0.64% 58
2024
Q1 		$1.87M Buy
7,445
+59
+0.8% +$13.1K 0.82% 45
2023
Q4 		$1.35M Buy
7,386
+124
+2% +$22.6K 0.64% 65
2023
Q3 		$1.31M Sell
7,262
-149
-2% -$25.4K 0.72% 57
2023
Q2 		$1.19M Buy
7,411
+277
+4% +$39.9K 0.65% 63
2023
Q1 		$1.01M Buy
7,134
+288
+4% +$40.5K 0.59% 73
2022
Q4 		$935K Buy
6,846
+346
+5% +$48.2K 0.64% 67
2022
Q3 		$847K Buy
6,500
+311
+5% +$47.2K 0.62% 73
2022
Q2 		$954K Buy
6,189
+407
+7% +$67.3K 0.71% 62
2022
Q1 		$1.04M Sell
5,782
-245
-4% -$45.8K 0.66% 61
2021
Q4 		$1.12M Buy
6,027
+784
+15% +$141K 0.7% 59
2021
Q3 		$932K Sell
5,243
-203
-4% -$36.2K 0.68% 57
2021
Q2 		$952K Buy
5,446
+1,149
+27% +$189K 0.73% 53
2021
Q1 		$671K Buy
+4,297
New +$650K 0.62% 66

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Alaethes Wealth's TM Position: Q1 2026 in Review

Alaethes Wealth increased its Toyota (TM) stake by 0.32% in Q1 2026, buying an estimated $6.55K and bringing the position to 9,149 shares worth $1.89M. The position accounts for 0.54% of the portfolio, ranked #59.

Alaethes Wealth first reported a position in TM in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.95M in Q4 2025. 694 funds tracked by Wall St. Rank hold TM as of Q1 2026.

  • Alaethes Wealth held 9,149 shares of Toyota worth $1.89M as of Q1 2026.
  • Alaethes Wealth bought 29 Toyota shares in Q1 2026, an estimated $6.55K.
  • Toyota made up 0.54% of Alaethes Wealth's portfolio in Q1 2026, its #59 holding.
  • Alaethes Wealth first reported a position in Toyota in Q1 2021 and has held it in 21 quarters since.
  • Alaethes Wealth's Toyota position peaked at $1.95M in Q4 2025.
  • 694 funds tracked by Wall St. Rank held Toyota as of Q1 2026.

Based on Alaethes Wealth's 13F filing for Q1 2026, filed 12 May 2026.