APW
TM icon

Alliance Private Wealth’s Toyota TM Stock Holding History

Alliance Private 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
Q2 		$2.01M Buy
11,905
+1,940
+19% +$367K 0.7% 34
2026
Q1 		$2.05M Buy
9,965
+210
+2% +$47.5K 0.74% 33
2025
Q4 		$2.26M Buy
+9,755
New +$1.98M 0.79% 29

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

Alliance Private Wealth's TM Position: Q2 2026 in Review

Alliance Private Wealth increased its Toyota (TM) stake by 19% in Q2 2026, buying an estimated $367K and bringing the position to 11,905 shares worth $2.01M. The position accounts for 0.7% of the portfolio, ranked #34.

Alliance Private Wealth first reported a position in TM in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.26M in Q4 2025. 640 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Alliance Private Wealth held 11,905 shares of Toyota worth $2.01M as of Q2 2026.
  • Alliance Private Wealth bought 1,940 Toyota shares in Q2 2026, an estimated $367K.
  • Toyota made up 0.7% of Alliance Private Wealth's portfolio in Q2 2026, its #34 holding.
  • Alliance Private Wealth first reported a position in Toyota in Q4 2025 and has held it in 3 quarters since.
  • Alliance Private Wealth's Toyota position peaked at $2.26M in Q4 2025.
  • 640 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Alliance Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.