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Capital Advisors Wealth Management’s Toyota TM Stock Holding History

Capital Advisors 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 		– Sell
-1,205
Closed -$248K – 241
2026
Q1 		$248K Sell
1,205
-73
-6% -$16.5K 0.03% 191
2025
Q4 		$274K Buy
1,278
+163
+15% +$33.1K 0.04% 184
2025
Q3 		$213K Buy
+1,115
New +$210K 0.03% 205
2025
Q2 		– Sell
-1,208
Closed -$213K – 194
2025
Q1 		$213K Sell
1,208
-241
-17% -$44.9K 0.04% 172
2024
Q4 		$282K Sell
1,449
-615
-30% -$108K 0.05% 137
2024
Q3 		$369K Sell
2,064
-835
-29% -$156K 0.07% 111
2024
Q2 		$594K Buy
2,899
+55
+2% +$12.2K 0.12% 77
2024
Q1 		$716K Buy
2,844
+150
+6% +$33.2K 0.15% 69
2023
Q4 		$494K Buy
2,694
+140
+5% +$25.5K 0.11% 83
2023
Q3 		$459K Buy
2,554
+245
+11% +$41.8K 0.12% 81
2023
Q2 		$371K Sell
2,309
-145
-6% -$20.9K 0.1% 91
2023
Q1 		$348K Buy
2,454
+10
+0.4% +$1.41K 0.1% 95
2022
Q4 		$334K Buy
2,444
+80
+3% +$11.2K 0.1% 91
2022
Q3 		$308K Buy
2,364
+663
+39% +$101K 0.1% 90
2022
Q2 		$262K Buy
1,701
+354
+26% +$58.5K 0.09% 97
2022
Q1 		$243K Buy
+1,347
New +$252K 0.07% 105

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

Capital Advisors Wealth Management's TM Position: Q2 2026 in Review

Capital Advisors Wealth Management sold out of Toyota (TM) in Q2 2026, closing a stake of 1,205 shares — an estimated $248K sold.

Capital Advisors Wealth Management first reported a position in TM in Q1 2022 and held it in 16 quarters. The position peaked at $716K in Q1 2024. 640 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Capital Advisors Wealth Management reported no remaining Toyota position as of Q2 2026 after selling out during the quarter.
  • Capital Advisors Wealth Management sold 1,205 Toyota shares in Q2 2026, an estimated $248K.
  • Capital Advisors Wealth Management first reported a position in Toyota in Q1 2022 and held it in 16 quarters.
  • Capital Advisors Wealth Management's Toyota position peaked at $716K in Q1 2024.
  • 640 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.