AWM
TM icon

Altus Wealth Management’s Toyota TM Stock Holding History

Altus 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
-1,000
Closed -$206K – 28
2026
Q1 		$206K Hold
1,000
– – 0.09% 28
2025
Q4 		$214K Buy
+1,000
New +$203K 0.09% 29
2024
Q3 		– Sell
-1,000
Closed -$205K – 44
2024
Q2 		$205K Hold
1,000
– – 0.1% 42
2024
Q1 		$252K Buy
+1,000
New +$221K 0.13% 36

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

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

Altus Wealth Management sold out of Toyota (TM) in Q2 2026, closing a stake of 1,000 shares — an estimated $206K sold.

Altus Wealth Management first reported a position in TM in Q1 2024 and held it in 4 quarters. The position peaked at $252K in Q1 2024. 257 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Altus Wealth Management reported no remaining Toyota position as of Q2 2026 after selling out during the quarter.
  • Altus Wealth Management sold 1,000 Toyota shares in Q2 2026, an estimated $206K.
  • Altus Wealth Management first reported a position in Toyota in Q1 2024 and held it in 4 quarters.
  • Altus Wealth Management's Toyota position peaked at $252K in Q1 2024.
  • 257 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Altus Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.