Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Toyota TM Stock Holding History

Carson Wealth (CWM LLC)’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 		$7.16M Sell
34,726
-493
-1% -$111K 0.02% 675
2025
Q4 		$7.54M Sell
35,219
-1,995
-5% -$405K 0.02% 625
2025
Q3 		$7.11M Buy
37,214
+2,021
+6% +$381K 0.02% 587
2025
Q2 		$6.06M Buy
35,193
+1,936
+6% +$350K 0.02% 529
2025
Q1 		$5.87M Sell
33,257
-1,125
-3% -$209K 0.02% 479
2024
Q4 		$6.69M Sell
34,382
-1,762
-5% -$310K 0.03% 411
2024
Q3 		$6.45M Sell
36,144
-921
-2% -$172K 0.03% 394
2024
Q2 		$7.6M Sell
37,065
-1,941
-5% -$429K 0.04% 335
2024
Q1 		$9.82M Sell
39,006
-5,348
-12% -$1.18M 0.05% 292
2023
Q4 		$8.13M Sell
44,354
-2,459
-5% -$448K 0.04% 304
2023
Q3 		$8.41M Sell
46,813
-4,645
-9% -$793K 0.05% 263
2023
Q2 		$8.27M Sell
51,458
-5,551
-10% -$799K 0.05% 260
2023
Q1 		$8.08M Buy
57,009
+2,116
+4% +$297K 0.05% 243
2022
Q4 		$7.5M Buy
54,893
+525
+1% +$73.2K 0.06% 240
2022
Q3 		$7.08M Buy
54,368
+1,580
+3% +$240K 0.06% 236
2022
Q2 		$8.14M Buy
52,788
+1,518
+3% +$251K 0.06% 224
2022
Q1 		$9.24M Buy
51,270
+261
+0.5% +$48.8K 0.07% 213
2021
Q4 		$9.45M Buy
+51,009
New +$9.18M 0.07% 218
2021
Q2 		$9.24M Hold
52,844
– – 0.07% 206
2021
Q1 		$9.24M Hold
52,844
– – 0.07% 206
2020
Q4 		$9.24M Hold
52,844
– – 0.07% 206
2020
Q3 		$9.24M Hold
52,844
– – 0.07% 206
2020
Q2 		$9.24M Hold
52,844
– – 0.07% 206
2020
Q1 		$9.24M Hold
52,844
– – 0.07% 206
2019
Q4 		$9.24M Hold
52,844
– – 0.07% 206
2019
Q3 		$9.24M Hold
52,844
– – 0.07% 206
2019
Q2 		$9.24M Hold
52,844
– – 0.07% 206
2019
Q1 		$9.24M Buy
52,844
+42,502
+411% +$5.14M 0.07% 206
2018
Q4 		$1.2M Buy
10,342
+8,142
+370% +$965K 0.03% 349
2018
Q3 		$274K Buy
2,200
+1,979
+895% +$250K 0.01% 457
2018
Q2 		$28K Buy
221
+21
+11% +$2.77K ﹤0.01% 770
2018
Q1 		$26K Sell
200
-5
-2% -$670 ﹤0.01% 667
2017
Q4 		$26K Hold
205
– – ﹤0.01% 653
2017
Q3 		$24K Sell
205
-245
-54% -$27.8K ﹤0.01% 670
2017
Q2 		$47K Hold
450
– – ﹤0.01% 492
2017
Q1 		$49K Sell
450
-14
-3% -$1.61K ﹤0.01% 464
2016
Q4 		$54K Sell
464
-11
-2% -$1.28K ﹤0.01% 441
2016
Q3 		$55K Buy
475
+275
+138% +$31.5K ﹤0.01% 409
2016
Q2 		$20K Hold
200
– – ﹤0.01% 471
2016
Q1 		$21K Hold
200
– – ﹤0.01% 437
2015
Q4 		$25K Hold
200
– – ﹤0.01% 375
2015
Q3 		$23K Buy
+200
New +$25.1K ﹤0.01% 356
2014
Q1 		– Sell
-200
Closed -$24K – 456
2013
Q4 		$24K Hold
200
– – ﹤0.01% 350
2013
Q3 		$26K Buy
+200
New +$25.5K 0.01% 242

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.37T AUM 24.88% 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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Toyota (TM) stake by 1.4% in Q1 2026, selling an estimated $111K and leaving 34,726 shares worth $7.16M. The position accounts for 0.02% of the portfolio, ranked #675.

Carson Wealth (CWM LLC) first reported a position in TM in Q3 2013 and has held it in 44 quarters since. The position peaked at $9.82M in Q1 2024. 697 funds tracked by Wall St. Rank hold TM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 34,726 shares of Toyota worth $7.16M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 493 Toyota shares in Q1 2026, an estimated $111K.
  • Toyota made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #675 holding.
  • Carson Wealth (CWM LLC) first reported a position in Toyota in Q3 2013 and has held it in 44 quarters since.
  • Carson Wealth (CWM LLC)'s Toyota position peaked at $9.82M in Q1 2024.
  • 697 funds tracked by Wall St. Rank held Toyota as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.