Evoke Wealth’s Toyota TM Stock Holding History

Evoke Wealth’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	-1,259	Closed	-$260K	–	573
2026 Q1	$260K	Buy	1,259 +74	+6%	+$16.7K	﹤0.01%	584
2025 Q4	$254K	Buy	1,185 +139	+13%	+$28.2K	﹤0.01%	568
2025 Q3	$200K	Buy	+1,046	New	+$197K	﹤0.01%	617
2022 Q4	–	Sell	-142	Closed	-$18K	–	1068
2022 Q3	$18K	Hold	142	–	–	﹤0.01%	659
2022 Q2	$22K	Buy	142 +1	+0.7%	+$165	﹤0.01%	636
2022 Q1	$25K	Hold	141	–	–	﹤0.01%	618
2021 Q4	$26K	Hold	141	–	–	﹤0.01%	644
2021 Q3	$25K	Hold	141	–	–	﹤0.01%	608
2021 Q2	$25K	Hold	141	–	–	﹤0.01%	621
2021 Q1	$22K	Buy	141 +1	+0.7%	+$151	﹤0.01%	576
2020 Q4	$22K	Hold	140	–	–	﹤0.01%	491
2020 Q3	$19K	Hold	140	–	–	﹤0.01%	486
2020 Q2	$18K	Hold	140	–	–	﹤0.01%	485
2020 Q1	$16.8K	Hold	140	–	–	﹤0.01%	457
2019 Q4	$19.7K	Sell	140 -24	-15%	-$3.35K	﹤0.01%	594
2019 Q3	$22.1K	Buy	+164	New	+$21.5K	﹤0.01%	629

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

Evoke Wealth's TM Position: Q2 2026 in Review

Evoke Wealth sold out of Toyota (TM) in Q2 2026, closing a stake of 1,259 shares — an estimated $260K sold.

Evoke Wealth first reported a position in TM in Q3 2019 and held it in 16 quarters. The position peaked at $260K in Q1 2026. 642 funds tracked by Wall St. Rank hold TM as of Q2 2026.

Evoke Wealth reported no remaining Toyota position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 1,259 Toyota shares in Q2 2026, an estimated $260K.
Evoke Wealth first reported a position in Toyota in Q3 2019 and held it in 16 quarters.
Evoke Wealth's Toyota position peaked at $260K in Q1 2026.
642 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.