BHPW
TM icon

Beverly Hills Private Wealth’s Toyota TM Stock Holding History

Beverly Hills Private Wealth’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 		– Sell
-1,267
Closed -$261K – 355
2026
Q1 		$261K Sell
1,267
-580
-31% -$131K 0.04% 291
2025
Q4 		$395K Buy
1,847
+14
+0.8% +$2.84K 0.07% 210
2025
Q3 		$350K Buy
1,833
+530
+41% +$99.9K 0.06% 238
2025
Q2 		$224K Sell
1,303
-70
-5% -$12.7K 0.04% 313
2025
Q1 		$242K Buy
1,373
+11
+0.8% +$2.05K 0.05% 303
2024
Q4 		$265K Sell
1,362
-11
-0.8% -$1.94K 0.05% 279
2024
Q3 		$245K Sell
1,373
-218
-14% -$40.7K 0.05% 299
2024
Q2 		$326K Sell
1,591
-100
-6% -$22.1K 0.07% 259
2024
Q1 		$425K Sell
1,691
-566
-25% -$125K 0.1% 222
2023
Q4 		$414K Sell
2,257
-114
-5% -$20.8K 0.11% 201
2023
Q3 		$426K Sell
2,371
-2,090
-47% -$357K 0.13% 172
2023
Q2 		$762K Buy
4,461
+1,983
+80% +$285K 0.13% 177
2023
Q1 		$351K Buy
2,478
+887
+56% +$125K 0.11% 202
2022
Q4 		$217K Buy
+1,591
New +$222K 0.09% 211

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

Beverly Hills Private Wealth's TM Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of Toyota (TM) in Q2 2026, closing a stake of 1,267 shares — an estimated $261K sold.

Beverly Hills Private Wealth first reported a position in TM in Q4 2022 and held it in 14 quarters. The position peaked at $762K in Q2 2023. 640 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Beverly Hills Private Wealth reported no remaining Toyota position as of Q2 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 1,267 Toyota shares in Q2 2026, an estimated $261K.
  • Beverly Hills Private Wealth first reported a position in Toyota in Q4 2022 and held it in 14 quarters.
  • Beverly Hills Private Wealth's Toyota position peaked at $762K in Q2 2023.
  • 640 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.