DWM
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Drive Wealth Management’s Toyota TM Stock Holding History

Drive 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 		$237K Sell
1,409
-302
-18% -$57.2K 0.04% 372
2026
Q1 		$353K Buy
1,711
+87
+5% +$19.7K 0.07% 219
2025
Q4 		$348K Buy
1,624
+229
+16% +$46.5K 0.07% 230
2025
Q3 		$267K Sell
1,395
-203
-13% -$38.3K 0.06% 264
2025
Q2 		$275K Sell
1,598
-137
-8% -$24.8K 0.06% 249
2025
Q1 		$306K Buy
1,735
+24
+1% +$4.47K 0.07% 215
2024
Q4 		$333K Sell
1,711
-85
-5% -$15K 0.08% 195
2024
Q3 		$321K Sell
1,796
-173
-9% -$32.3K 0.08% 199
2024
Q2 		$404K Sell
1,969
-12
-0.6% -$2.65K 0.11% 159
2024
Q1 		$499K Buy
1,981
+28
+1% +$6.2K 0.14% 131
2023
Q4 		$358K Buy
1,953
+102
+6% +$18.6K 0.12% 166
2023
Q3 		$333K Buy
1,851
+177
+11% +$30.2K 0.12% 157
2023
Q2 		$269K Buy
1,674
+250
+18% +$36K 0.1% 196
2023
Q1 		$202K Buy
+1,424
New +$200K 0.08% 257

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

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

Drive Wealth Management reduced its Toyota (TM) stake by 18% in Q2 2026, selling an estimated $57.2K and leaving 1,409 shares worth $237K. The position accounts for 0.04% of the portfolio, ranked #372.

Drive Wealth Management first reported a position in TM in Q1 2023 and has held it in 14 quarters since. The position peaked at $499K in Q1 2024. 640 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Drive Wealth Management held 1,409 shares of Toyota worth $237K as of Q2 2026.
  • Drive Wealth Management sold 302 Toyota shares in Q2 2026, an estimated $57.2K.
  • Toyota made up 0.04% of Drive Wealth Management's portfolio in Q2 2026, its #372 holding.
  • Drive Wealth Management first reported a position in Toyota in Q1 2023 and has held it in 14 quarters since.
  • Drive Wealth Management's Toyota position peaked at $499K in Q1 2024.
  • 640 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.