Financial & Tax Architects’s Toyota TM Stock Holding History

Financial & Tax Architects’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	-2,473	Closed	-$510K	–	128
2026 Q1	$510K	Buy	+2,473	New	+$559K	0.11%	90

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

Financial & Tax Architects's TM Position: Q2 2026 in Review

Financial & Tax Architects sold out of Toyota (TM) in Q2 2026, closing a stake of 2,473 shares — an estimated $510K sold.

Financial & Tax Architects first reported a position in TM in Q1 2026 and held it in 1 quarter. The position peaked at $510K in Q1 2026. 642 funds tracked by Wall St. Rank hold TM as of Q2 2026.

Financial & Tax Architects reported no remaining Toyota position as of Q2 2026 after selling out during the quarter.
Financial & Tax Architects sold 2,473 Toyota shares in Q2 2026, an estimated $510K.
Financial & Tax Architects first reported a position in Toyota in Q1 2026 and held it in 1 quarter.
Financial & Tax Architects's Toyota position peaked at $510K in Q1 2026.
642 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Financial & Tax Architects's 13F filing for Q2 2026, filed 23 Jul 2026.