EWM
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Empirical Wealth Management’s Toyota TM Stock Holding History

Empirical 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 		$288K Buy
+1,710
New +$324K ﹤0.01% 875
2025
Q4 		– Sell
-1,599
Closed -$306K – 974
2025
Q3 		$306K Buy
+1,599
New +$301K 0.01% 607

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

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

Empirical Wealth Management opened a new position in Toyota (TM) in Q2 2026: 1,710 shares worth $288K. The stake represents ﹤0.01% of the portfolio and ranks #875 among its holdings. This is a return to the name: Empirical Wealth Management previously reported a position in TM as recently as Q3 2025.

Empirical Wealth Management first reported a position in TM in Q3 2025 and has held it in 2 quarters since. The position peaked at $306K in Q3 2025. 441 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Empirical Wealth Management held 1,710 shares of Toyota worth $288K as of Q2 2026.
  • Toyota was a new Empirical Wealth Management position in Q2 2026.
  • Toyota made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #875 holding.
  • Empirical Wealth Management first reported a position in Toyota in Q3 2025 and has held it in 2 quarters since.
  • Empirical Wealth Management's Toyota position peaked at $306K in Q3 2025.
  • 441 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.