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 Q1	–	Sell	-4,198	Closed	-$899K	–	953
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	–	665
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 $295B AUM 31.6% 1-Year Est. Return

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Natixis Advisors

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return