Axxcess Wealth Management
TM icon

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
Q3 		$913K Buy
4,985
+780
+19% +$146K 0.04% 394
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

Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
Cardinal Capital Management Inc (North Carolina)
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $861M AUM 27.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Axxcess Wealth Management's TM Position: Q3 2026 in Review

Axxcess Wealth Management increased its Toyota (TM) stake by 19% in Q3 2026, buying an estimated $146K and bringing the position to 4,985 shares worth $913K. The position accounts for 0.04% of the portfolio, ranked #394.

Axxcess Wealth Management first reported a position in TM in Q4 2021 and has held it in 18 quarters since. The position peaked at $948K in Q1 2024. 150 funds tracked by Wall St. Rank hold TM as of Q3 2026.

  • Axxcess Wealth Management held 4,985 shares of Toyota worth $913K as of Q3 2026.
  • Axxcess Wealth Management bought 780 Toyota shares in Q3 2026, an estimated $146K.
  • Toyota made up 0.04% of Axxcess Wealth Management's portfolio in Q3 2026, its #394 holding.
  • Axxcess Wealth Management first reported a position in Toyota in Q4 2021 and has held it in 18 quarters since.
  • Axxcess Wealth Management's Toyota position peaked at $948K in Q1 2024.
  • 150 funds tracked by Wall St. Rank held Toyota as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.