CWP
TM icon

Core Wealth Partners’s Toyota TM Stock Holding History

Core 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
Q2 		– Sell
-1,000
Closed -$206K – 201
2026
Q1 		$206K Hold
1,000
– – 0.1% 167
2025
Q4 		$214K Buy
+1,000
New +$203K 0.1% 162
2024
Q3 		– Sell
-1,000
Closed -$205K – 170
2024
Q2 		$205K Hold
1,000
– – 0.14% 141
2024
Q1 		$252K Buy
+1,000
New +$221K 0.19% 106

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

Core Wealth Partners's TM Position: Q2 2026 in Review

Core Wealth Partners sold out of Toyota (TM) in Q2 2026, closing a stake of 1,000 shares — an estimated $206K sold.

Core Wealth Partners first reported a position in TM in Q1 2024 and held it in 4 quarters. The position peaked at $252K in Q1 2024. 642 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Core Wealth Partners reported no remaining Toyota position as of Q2 2026 after selling out during the quarter.
  • Core Wealth Partners sold 1,000 Toyota shares in Q2 2026, an estimated $206K.
  • Core Wealth Partners first reported a position in Toyota in Q1 2024 and held it in 4 quarters.
  • Core Wealth Partners's Toyota position peaked at $252K in Q1 2024.
  • 642 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.