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Basecamp Wealth Advisors’s Toyota TM Stock Holding History

Basecamp Wealth Advisors’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 		$700K Sell
4,158
-3
-0.1% -$568 0.13% 90
2026
Q1 		$858K Sell
4,161
-8
-0.2% -$1.81K 0.18% 63
2025
Q4 		$892K Buy
+4,169
New +$846K 0.19% 54

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

Basecamp Wealth Advisors's TM Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its Toyota (TM) stake by 0.07% in Q2 2026, selling an estimated $568 and leaving 4,158 shares worth $700K. The position accounts for 0.13% of the portfolio, ranked #90.

Basecamp Wealth Advisors first reported a position in TM in Q4 2025 and has held it in 3 quarters since. The position peaked at $892K in Q4 2025. 638 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Basecamp Wealth Advisors held 4,158 shares of Toyota worth $700K as of Q2 2026.
  • Basecamp Wealth Advisors sold 3 Toyota shares in Q2 2026, an estimated $568.
  • Toyota made up 0.13% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #90 holding.
  • Basecamp Wealth Advisors first reported a position in Toyota in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Toyota position peaked at $892K in Q4 2025.
  • 638 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.