BigSur Wealth Management’s Toyota TM Stock Holding History

BigSur 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 Q2	$753K	Hold	4,470	–	–	0.18%	112
2026 Q1	$921K	Hold	4,470	–	–	0.26%	93
2025 Q4	$957K	Hold	4,470	–	–	0.23%	88
2025 Q3	$854K	Hold	4,470	–	–	0.21%	89
2025 Q2	$770K	Hold	4,470	–	–	0.19%	96
2025 Q1	$789K	Hold	4,470	–	–	0.21%	93
2024 Q4	$870K	Hold	4,470	–	–	0.25%	88
2024 Q3	$798K	Hold	4,470	–	–	0.22%	92
2024 Q2	$916K	Hold	4,470	–	–	0.28%	84
2024 Q1	$1.13M	Buy	+4,470	New	+$989K	0.35%	78

Other funds holding TM

MIM

Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return

LOPW

Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

CCMINC

Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return

GIC

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BigSur Wealth Management's TM Position: Q2 2026 in Review

BigSur Wealth Management held its Toyota (TM) position steady in Q2 2026 at 4,470 shares worth $753K. The position accounts for 0.18% of the portfolio, ranked #112.

BigSur Wealth Management first reported a position in TM in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.13M in Q1 2024. 140 funds tracked by Wall St. Rank hold TM as of Q2 2026.

BigSur Wealth Management held 4,470 shares of Toyota worth $753K as of Q2 2026.
BigSur Wealth Management left its Toyota share count unchanged in Q2 2026.
Toyota made up 0.18% of BigSur Wealth Management's portfolio in Q2 2026, its #112 holding.
BigSur Wealth Management first reported a position in Toyota in Q1 2024 and has held it in 10 quarters since.
BigSur Wealth Management's Toyota position peaked at $1.13M in Q1 2024.
140 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.