Avior Wealth Management’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $286K | Sell |
1,700
-226
| -12% | -$42.8K | 0.01% | 672 |
|
|
2026
Q1 | $397K | Buy |
1,926
+318
| +20% | +$71.9K | 0.01% | 594 |
|
|
2025
Q4 | $344K | Buy |
1,608
+5
| +0.3% | +$1.01K | 0.01% | 574 |
|
|
2025
Q3 | $306K | Sell |
1,603
-38
| -2% | -$7.16K | 0.01% | 586 |
|
|
2025
Q2 | $283K | Sell |
1,641
-13
| -0.8% | -$2.35K | 0.01% | 583 |
|
|
2025
Q1 | $292K | Sell |
1,654
-8
| -0.5% | -$1.49K | 0.01% | 555 |
|
|
2024
Q4 | $324K | Buy |
1,662
+67
| +4% | +$11.8K | 0.01% | 575 |
|
|
2024
Q3 | $285K | Buy |
1,595
+520
| +48% | +$97.1K | 0.01% | 603 |
|
|
2024
Q2 | $220K | Sell |
1,075
-182
| -14% | -$40.3K | 0.01% | 648 |
|
|
2024
Q1 | $316K | Buy |
+1,257
| New | +$278K | 0.01% | 570 |
|
|
2023
Q3 | – | Sell |
-55
| Closed | -$8.84K | – | 1672 |
|
|
2023
Q2 | $8.84K | Buy |
+55
| New | +$7.91K | ﹤0.01% | 1047 |
|
|
2019
Q3 | – | Sell |
-13
| Closed | -$2K | – | 868 |
|
|
2019
Q2 | $2K | Hold |
13
| – | – | ﹤0.01% | 746 |
|
|
2019
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 630 |
|
|
2018
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 689 |
|
|
2018
Q3 | $2K | Hold |
13
| – | – | ﹤0.01% | 689 |
|
|
2018
Q2 | $2K | Hold |
13
| – | – | ﹤0.01% | 724 |
|
|
2018
Q1 | $2K | Hold |
13
| – | – | ﹤0.01% | 696 |
|
|
2017
Q4 | $2K | Hold |
13
| – | – | ﹤0.01% | 700 |
|
|
2017
Q3 | $2K | Hold |
13
| – | – | ﹤0.01% | 465 |
|
|
2017
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 434 |
|
|
2017
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 473 |
|
|
2016
Q4 | $2K | Hold |
13
| – | – | ﹤0.01% | 460 |
|
|
2016
Q3 | $2K | Hold |
13
| – | – | ﹤0.01% | 429 |
|
|
2016
Q2 | $1K | Sell |
13
-50
| -79% | -$5.14K | ﹤0.01% | 447 |
|
|
2016
Q1 | $7K | Hold |
63
| – | – | ﹤0.01% | 372 |
|
|
2015
Q4 | $8K | Buy |
63
+50
| +385% | +$6.18K | ﹤0.01% | 333 |
|
|
2015
Q3 | $2K | Hold |
13
| – | – | ﹤0.01% | 374 |
|
|
2015
Q2 | $2K | Hold |
13
| – | – | ﹤0.01% | 358 |
|
|
2015
Q1 | $2K | Hold |
13
| – | – | ﹤0.01% | 326 |
|
|
2014
Q4 | $2K | Hold |
13
| – | – | ﹤0.01% | 307 |
|
|
2014
Q3 | $2K | Hold |
13
| – | – | ﹤0.01% | 310 |
|
|
2014
Q2 | $2K | Hold |
13
| – | – | ﹤0.01% | 309 |
|
|
2014
Q1 | $1K | Buy |
+13
| New | +$1.5K | ﹤0.01% | 329 |
|
Other funds holding TM
Avior Wealth Management's TM Position: Q2 2026 in Review
Avior Wealth Management reduced its Toyota (TM) stake by 12% in Q2 2026, selling an estimated $42.8K and leaving 1,700 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #672.
Avior Wealth Management first reported a position in TM in Q1 2014 and has held it in 33 quarters since. The position peaked at $397K in Q1 2026. 644 funds tracked by Wall St. Rank hold TM as of Q2 2026.
- Avior Wealth Management held 1,700 shares of Toyota worth $286K as of Q2 2026.
- Avior Wealth Management sold 226 Toyota shares in Q2 2026, an estimated $42.8K.
- Toyota made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #672 holding.
- Avior Wealth Management first reported a position in Toyota in Q1 2014 and has held it in 33 quarters since.
- Avior Wealth Management's Toyota position peaked at $397K in Q1 2026.
- 644 funds tracked by Wall St. Rank held Toyota as of Q2 2026.
Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.