Evermay Wealth Management’s Toyota TM Stock Holding History

Evermay 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	$1.35K	Hold	8	–	–	﹤0.01%	606
2026 Q1	$1.65K	Hold	8	–	–	﹤0.01%	551
2025 Q4	$1.71K	Hold	8	–	–	﹤0.01%	520
2025 Q3	$1.53K	Hold	8	–	–	﹤0.01%	504
2025 Q2	$1.38K	Hold	8	–	–	﹤0.01%	516
2025 Q1	$1.41K	Hold	8	–	–	﹤0.01%	524
2024 Q4	$1.56K	Hold	8	–	–	﹤0.01%	520
2024 Q3	$1.43K	Buy	+8	New	+$1.49K	﹤0.01%	555
2023 Q2	–	Sell	-3	Closed	-$426	–	569
2023 Q1	$426	Hold	3	–	–	﹤0.01%	513
2022 Q4	$410	Hold	3	–	–	﹤0.01%	531
2022 Q3	$0	Buy	+3	New	+$455	﹤0.01%	557

Other funds holding TM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Evermay Wealth Management held its Toyota (TM) position steady in Q2 2026 at 8 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #606.

Evermay Wealth Management first reported a position in TM in Q3 2022 and has held it in 11 quarters since. The position peaked at $1.71K in Q4 2025. 642 funds tracked by Wall St. Rank hold TM as of Q2 2026.

Evermay Wealth Management held 8 shares of Toyota worth $1.35K as of Q2 2026.
Evermay Wealth Management left its Toyota share count unchanged in Q2 2026.
Toyota made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #606 holding.
Evermay Wealth Management first reported a position in Toyota in Q3 2022 and has held it in 11 quarters since.
Evermay Wealth Management's Toyota position peaked at $1.71K in Q4 2025.
642 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.