BCWM
TM icon

Bartlett & Co Wealth Management’s Toyota TM Stock Holding History

Bartlett & Co 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 		$276K Hold
1,465
– – ﹤0.01% 409
2025
Q4 		$314K Buy
1,465
+20
+1% +$4.06K ﹤0.01% 397
2025
Q3 		$276K Sell
1,445
-5
-0.3% -$942 ﹤0.01% 411
2025
Q2 		$250K Sell
1,450
-15
-1% -$2.71K ﹤0.01% 416
2025
Q1 		$259K Hold
1,465
– – ﹤0.01% 417
2024
Q4 		$285K Hold
1,465
– – ﹤0.01% 397
2024
Q3 		$262K Hold
1,465
– – ﹤0.01% 413
2024
Q2 		$300K Hold
1,465
– – ﹤0.01% 392
2024
Q1 		$369K Hold
1,465
– – 0.01% 369
2023
Q4 		$265K Sell
1,465
-50
-3% -$9.12K ﹤0.01% 435
2023
Q3 		$275K Sell
1,515
-50
-3% -$8.54K ﹤0.01% 410
2023
Q2 		$252K Buy
1,565
+1,050
+204% +$151K ﹤0.01% 424
2023
Q1 		$74.3K Hold
515
– – ﹤0.01% 506
2022
Q4 		$70.3K Sell
515
-50
-9% -$6.97K ﹤0.01% 527
2022
Q3 		$74.6K Hold
565
– – ﹤0.01% 499
2022
Q2 		$87.1K Hold
565
– – ﹤0.01% 482
2022
Q1 		$103K Buy
+565
New +$106K ﹤0.01% 484
2021
Q4 		– Sell
-490
Closed -$88.1K – 844
2021
Q3 		$88.1K Sell
490
-12
-2% -$2.14K ﹤0.01% 436
2021
Q2 		$87.8K Hold
502
– – ﹤0.01% 430
2021
Q1 		$78.3K Buy
502
+20
+4% +$3.02K ﹤0.01% 461
2020
Q4 		$74.5K Buy
+482
New +$67.4K ﹤0.01% 469
2018
Q3 		– Sell
-100
Closed -$12.9K – 740
2018
Q2 		$12.9K Hold
100
– – ﹤0.01% 577
2018
Q1 		$13K Buy
+100
New +$13.4K ﹤0.01% 583

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
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
BlackRock New York $5.72T 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

Bartlett & Co Wealth Management's TM Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its Toyota (TM) position steady in Q1 2026 at 1,465 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #409.

Bartlett & Co Wealth Management first reported a position in TM in Q1 2018 and has held it in 23 quarters since. The position peaked at $369K in Q1 2024. 694 funds tracked by Wall St. Rank hold TM as of Q1 2026.

  • Bartlett & Co Wealth Management held 1,465 shares of Toyota worth $276K as of Q1 2026.
  • Bartlett & Co Wealth Management left its Toyota share count unchanged in Q1 2026.
  • Toyota made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #409 holding.
  • Bartlett & Co Wealth Management first reported a position in Toyota in Q1 2018 and has held it in 23 quarters since.
  • Bartlett & Co Wealth Management's Toyota position peaked at $369K in Q1 2024.
  • 694 funds tracked by Wall St. Rank held Toyota as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.