Apollon Wealth Management’s Toyota TM Stock Holding History

Apollon 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 Q1	$943K	Buy	4,576 +207	+5%	+$46.8K	0.02%	626
2025 Q4	$935K	Sell	4,369 -171	-4%	-$34.7K	0.02%	600
2025 Q3	$868K	Buy	4,540 +225	+5%	+$42.4K	0.02%	622
2025 Q2	$743K	Sell	4,315 -73	-2%	-$13.2K	0.01%	644
2025 Q1	$775K	Sell	4,388 -74	-2%	-$13.8K	0.02%	591
2024 Q4	$868K	Buy	4,462 +371	+9%	+$65.3K	0.02%	560
2024 Q3	$731K	Sell	4,091 -93	-2%	-$17.4K	0.02%	583
2024 Q2	$858K	Buy	4,184 +473	+13%	+$105K	0.03%	515
2024 Q1	$934K	Buy	3,711 +210	+6%	+$46.5K	0.03%	493
2023 Q4	$642K	Buy	3,501 +169	+5%	+$30.8K	0.02%	588
2023 Q3	$599K	Buy	3,332 +582	+21%	+$99.4K	0.03%	501
2023 Q2	$442K	Buy	+2,750	New	+$396K	0.02%	630
2022 Q1	–	Sell	-1,104	Closed	-$205K	–	828
2021 Q4	$205K	Buy	+1,104	New	+$199K	0.02%	702

Other funds holding TM

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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 New York $5.7T 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