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Axxcess Wealth Management’s Toyota TM Stock Holding History

Axxcess 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 		$708K Buy
+4,205
New +$797K 0.01% 618
2026
Q1 		– Sell
-4,198
Closed -$899K – 943
2025
Q4 		$899K Sell
4,198
-100
-2% -$20.3K 0.02% 530
2025
Q3 		$821K Buy
4,298
+497
+13% +$93.7K 0.02% 492
2025
Q2 		$655K Sell
3,801
-99
-3% -$17.9K 0.02% 528
2025
Q1 		$689K Hold
3,900
– – 0.02% 480
2024
Q4 		$759K Sell
3,900
-11
-0.3% -$1.94K 0.02% 465
2024
Q3 		$698K Hold
3,911
– – 0.02% 477
2024
Q2 		$802K Buy
3,911
+143
+4% +$31.6K 0.02% 422
2024
Q1 		$948K Hold
3,768
– – 0.03% 384
2023
Q4 		$691K Buy
3,768
+85
+2% +$15.5K 0.02% 433
2023
Q3 		$662K Buy
3,683
+35
+1% +$5.98K 0.02% 402
2023
Q2 		$586K Buy
3,648
+1,000
+38% +$144K 0.04% 319
2023
Q1 		$375K Hold
2,648
– – 0.03% 434
2022
Q4 		$362K Buy
2,648
+601
+29% +$83.8K 0.03% 419
2022
Q3 		$267K Buy
+2,047
New +$310K 0.03% 427
2022
Q2 		– Sell
-1,247
Closed -$225K – 663
2022
Q1 		$225K Hold
1,247
– – 0.02% 548
2021
Q4 		$231K Buy
+1,247
New +$224K 0.02% 548

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

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

Axxcess Wealth Management opened a new position in Toyota (TM) in Q2 2026: 4,205 shares worth $708K. The stake represents 0.01% of the portfolio and ranks #618 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in TM as recently as Q4 2025.

Axxcess Wealth Management first reported a position in TM in Q4 2021 and has held it in 17 quarters since. The position peaked at $948K in Q1 2024. 642 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Axxcess Wealth Management held 4,205 shares of Toyota worth $708K as of Q2 2026.
  • Toyota was a new Axxcess Wealth Management position in Q2 2026.
  • Toyota made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #618 holding.
  • Axxcess Wealth Management first reported a position in Toyota in Q4 2021 and has held it in 17 quarters since.
  • Axxcess Wealth Management's Toyota position peaked at $948K in Q1 2024.
  • 642 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.