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Aprio Wealth Management’s Toyota TM Stock Holding History

Aprio 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 		$210K Sell
1,248
-647
-34% -$123K 0.01% 612
2026
Q1 		$390K Buy
1,895
+399
+27% +$90.2K 0.02% 423
2025
Q4 		$320K Buy
1,496
+292
+24% +$59.2K 0.02% 426
2025
Q3 		$230K Buy
+1,204
New +$227K 0.02% 392
2025
Q2 		– Sell
-2,543
Closed -$449K – 434
2025
Q1 		$449K Buy
2,543
+1,132
+80% +$211K 0.06% 192
2024
Q4 		$275K Buy
1,411
+86
+6% +$15.1K 0.04% 231
2024
Q3 		$237K Buy
1,325
+24
+2% +$4.48K 0.04% 237
2024
Q2 		$267K Buy
1,301
+100
+8% +$22.1K 0.05% 189
2024
Q1 		$302K Buy
1,201
+94
+8% +$20.8K 0.06% 155
2023
Q4 		$203K Buy
+1,107
New +$202K 0.05% 186

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

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

Aprio Wealth Management reduced its Toyota (TM) stake by 34% in Q2 2026, selling an estimated $123K and leaving 1,248 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #612.

Aprio Wealth Management first reported a position in TM in Q4 2023 and has held it in 10 quarters since. The position peaked at $449K in Q1 2025. 643 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Aprio Wealth Management held 1,248 shares of Toyota worth $210K as of Q2 2026.
  • Aprio Wealth Management sold 647 Toyota shares in Q2 2026, an estimated $123K.
  • Toyota made up 0.01% of Aprio Wealth Management's portfolio in Q2 2026, its #612 holding.
  • Aprio Wealth Management first reported a position in Toyota in Q4 2023 and has held it in 10 quarters since.
  • Aprio Wealth Management's Toyota position peaked at $449K in Q1 2025.
  • 643 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.