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 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 $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Evoke Wealth's TM Position: Q1 2026 in Review

Evoke Wealth increased its Toyota (TM) stake by 6.2% in Q1 2026, buying an estimated $16.7K and bringing the position to 1,259 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #584.

Evoke Wealth first reported a position in TM in Q3 2019 and has held it in 16 quarters since. 694 funds tracked by Wall St. Rank hold TM as of Q1 2026.

Evoke Wealth held 1,259 shares of Toyota worth $260K as of Q1 2026.
Evoke Wealth bought 74 Toyota shares in Q1 2026, an estimated $16.7K.
Toyota made up ﹤0.01% of Evoke Wealth's portfolio in Q1 2026, its #584 holding.
Evoke Wealth first reported a position in Toyota in Q3 2019 and has held it in 16 quarters since.
694 funds tracked by Wall St. Rank held Toyota as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.