Avion Wealth’s Toyota TM Stock Holding History

Avion 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	$1K	Hold	10	–	–	﹤0.01%	1354
2026 Q1	$2K	Hold	10	–	–	﹤0.01%	924
2025 Q4	$2K	Hold	10	–	–	﹤0.01%	930
2025 Q3	$1K	Hold	10	–	–	﹤0.01%	1114
2025 Q2	$1K	Hold	10	–	–	﹤0.01%	1078
2025 Q1	$1K	Hold	10	–	–	﹤0.01%	936
2024 Q4	$1K	Hold	10	–	–	﹤0.01%	934
2024 Q3	$1K	Hold	10	–	–	﹤0.01%	913
2024 Q2	$2K	Hold	10	–	–	﹤0.01%	655
2024 Q1	$3K	Hold	10	–	–	﹤0.01%	602
2023 Q4	$2K	Hold	10	–	–	﹤0.01%	627
2023 Q3	$1K	Hold	10	–	–	﹤0.01%	737
2023 Q2	$1K	Buy	+10	New	+$1.44K	﹤0.01%	651
2022 Q3	–	Sell	-1	Closed	–	–	576
2022 Q2	$0	Buy	+1	New	+$165	﹤0.01%	552
2021 Q3	–	Sell	-130	Closed	-$23K	–	416
2021 Q2	$23K	Hold	130	–	–	0.01%	167
2021 Q1	$20K	Hold	130	–	–	0.01%	168
2020 Q4	$20K	Hold	130	–	–	0.01%	184
2020 Q3	$17K	Hold	130	–	–	0.01%	152
2020 Q2	$16K	Hold	130	–	–	0.01%	143
2020 Q1	$16K	Buy	+130	New	+$17.4K	0.01%	141

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

Avion Wealth's TM Position: Q2 2026 in Review

Avion Wealth held its Toyota (TM) position steady in Q2 2026 at 10 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1354.

Avion Wealth first reported a position in TM in Q1 2020 and has held it in 20 quarters since. The position peaked at $23K in Q2 2021. 642 funds tracked by Wall St. Rank hold TM as of Q2 2026.

Avion Wealth held 10 shares of Toyota worth $1K as of Q2 2026.
Avion Wealth left its Toyota share count unchanged in Q2 2026.
Toyota made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1354 holding.
Avion Wealth first reported a position in Toyota in Q1 2020 and has held it in 20 quarters since.
Avion Wealth's Toyota position peaked at $23K in Q2 2021.
642 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.