Aptus Capital Advisors’s Toyota TM Stock Holding History

Aptus Capital Advisors’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	$270K	Sell	1,602 -74	-4%	-$14K	﹤0.01%	991
2026 Q1	$345K	Sell	1,676 -45	-3%	-$10.2K	﹤0.01%	835
2025 Q4	$368K	Buy	1,721 +79	+5%	+$16K	﹤0.01%	827
2025 Q3	$314K	Buy	1,642 +14	+0.9%	+$2.64K	﹤0.01%	827
2025 Q2	$281K	Buy	1,628 +12	+0.7%	+$2.17K	﹤0.01%	843
2025 Q1	$285K	Sell	1,616 -210	-12%	-$39.1K	﹤0.01%	780
2024 Q4	$355K	Buy	+1,826	New	+$321K	﹤0.01%	728
2022 Q2	–	Sell	-42,033	Closed	-$7.58M	–	733
2022 Q1	$7.58M	Buy	42,033 +7,525	+22%	+$1.41M	0.19%	77
2021 Q4	$6.39M	Buy	34,508 +20,549	+147%	+$3.7M	0.19%	70
2021 Q3	$2.48M	Buy	+13,959	New	+$2.49M	0.06%	142

Other funds holding TM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Aptus Capital Advisors's TM Position: Q2 2026 in Review

Aptus Capital Advisors reduced its Toyota (TM) stake by 4.4% in Q2 2026, selling an estimated $14K and leaving 1,602 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #991.

Aptus Capital Advisors first reported a position in TM in Q3 2021 and has held it in 10 quarters since. The position peaked at $7.58M in Q1 2022. 642 funds tracked by Wall St. Rank hold TM as of Q2 2026.

Aptus Capital Advisors held 1,602 shares of Toyota worth $270K as of Q2 2026.
Aptus Capital Advisors sold 74 Toyota shares in Q2 2026, an estimated $14K.
Toyota made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #991 holding.
Aptus Capital Advisors first reported a position in Toyota in Q3 2021 and has held it in 10 quarters since.
Aptus Capital Advisors's Toyota position peaked at $7.58M in Q1 2022.
642 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.