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Concord Wealth Partners’s Toyota TM Stock Holding History

Concord Wealth Partners’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 		– Sell
-203
Closed -$43.5K – 728
2025
Q4 		$43.5K Hold
203
– – 0.01% 347
2025
Q3 		$38.8K Hold
203
– – 0.01% 375
2025
Q2 		$35K Hold
203
– – 0.01% 386
2025
Q1 		$35.8K Hold
203
– – 0.01% 373
2024
Q4 		$39.5K Sell
203
-127
-38% -$22.3K 0.01% 366
2024
Q3 		$59K Hold
330
– – 0.01% 314
2024
Q2 		$67.7K Buy
330
+1
+0.3% +$221 0.01% 274
2024
Q1 		$82.8K Hold
329
– – 0.01% 288
2023
Q4 		$60.3K Sell
329
-391
-54% -$71.3K 0.01% 334
2023
Q3 		$129K Hold
720
– – 0.03% 253
2023
Q2 		$116K Buy
720
+42
+6% +$6.04K 0.02% 261
2023
Q1 		$96.1K Sell
678
-55
-8% -$7.73K 0.03% 255
2022
Q4 		$100K Buy
+733
New +$102K 0.03% 250
2022
Q3 		– Sell
-712
Closed -$110K – 1056
2022
Q2 		$110K Sell
712
-926
-57% -$153K 0.03% 247
2022
Q1 		$295K Sell
1,638
-3
-0.2% -$561 0.08% 137
2021
Q4 		$304K Buy
1,641
+970
+145% +$174K 0.07% 142
2021
Q3 		$119K Sell
671
-627
-48% -$112K 0.05% 120
2021
Q2 		$227K Buy
1,298
+187
+17% +$30.7K 0.07% 125
2021
Q1 		$173K Buy
1,111
+585
+111% +$88.5K 0.06% 143
2020
Q4 		$81K Buy
+526
New +$73.5K 0.06% 151

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $194B AUM 35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Concord Wealth Partners's TM Position: Q1 2026 in Review

Concord Wealth Partners sold out of Toyota (TM) in Q1 2026, closing a stake of 203 shares — an estimated $43.5K sold.

Concord Wealth Partners first reported a position in TM in Q4 2020 and held it in 20 quarters. The position peaked at $304K in Q4 2021. 694 funds tracked by Wall St. Rank hold TM as of Q1 2026.

  • Concord Wealth Partners reported no remaining Toyota position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 203 Toyota shares in Q1 2026, an estimated $43.5K.
  • Concord Wealth Partners first reported a position in Toyota in Q4 2020 and held it in 20 quarters.
  • Concord Wealth Partners's Toyota position peaked at $304K in Q4 2021.
  • 694 funds tracked by Wall St. Rank held Toyota as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.