Axim Planning & Wealth’s Toast TOST Stock Holding History

Axim Planning & Wealth’s Portfolio TOST Stock Details TOST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-6,335	Closed	-$225K	–	92
2025 Q4	$225K	Buy	+6,335	New	+$228K	0.24%	66
2025 Q3	–	Sell	-4,584	Closed	-$203K	–	108
2025 Q2	$203K	Buy	+4,584	New	+$180K	0.19%	63

Other funds holding TOST

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Axim Planning & Wealth's TOST Position: Q1 2026 in Review

Axim Planning & Wealth sold out of Toast (TOST) in Q1 2026, closing a stake of 6,335 shares — an estimated $225K sold.

Axim Planning & Wealth first reported a position in TOST in Q2 2025 and held it in 2 quarters. The position peaked at $225K in Q4 2025. 756 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

Axim Planning & Wealth reported no remaining Toast position as of Q1 2026 after selling out during the quarter.
Axim Planning & Wealth sold 6,335 Toast shares in Q1 2026, an estimated $225K.
Axim Planning & Wealth first reported a position in Toast in Q2 2025 and held it in 2 quarters.
Axim Planning & Wealth's Toast position peaked at $225K in Q4 2025.
756 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Axim Planning & Wealth's 13F filing for Q1 2026, filed 14 May 2026.