EWM
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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
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
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

Evermay Wealth Management's TM Position: Q1 2026 in Review

Evermay Wealth Management held its Toyota (TM) position steady in Q1 2026 at 8 shares worth $1.65K. The position accounts for ﹤0.01% of the portfolio, ranked #551.

Evermay Wealth Management first reported a position in TM in Q3 2022 and has held it in 10 quarters since. The position peaked at $1.71K in Q4 2025. 694 funds tracked by Wall St. Rank hold TM as of Q1 2026.

  • Evermay Wealth Management held 8 shares of Toyota worth $1.65K as of Q1 2026.
  • Evermay Wealth Management left its Toyota share count unchanged in Q1 2026.
  • Toyota made up ﹤0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #551 holding.
  • Evermay Wealth Management first reported a position in Toyota in Q3 2022 and has held it in 10 quarters since.
  • Evermay Wealth Management's Toyota position peaked at $1.71K in Q4 2025.
  • 694 funds tracked by Wall St. Rank held Toyota as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.