Golden State Wealth Management’s Toyota TM Stock Holding History

Golden State 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	$56.4K	Sell	334 -15	-4%	-$2.84K	0.01%	698
2026 Q1	$71.9K	Hold	349	–	–	0.01%	591
2025 Q4	$74.7K	Hold	349	–	–	0.01%	589
2025 Q3	$66.7K	Hold	349	–	–	0.01%	601
2025 Q2	$60.1K	Hold	349	–	–	0.01%	609
2025 Q1	$61.6K	Hold	349	–	–	0.01%	550
2024 Q4	$67.9K	Buy	+349	New	+$61.4K	0.01%	519
2020 Q2	–	Sell	-29	Closed	-$3K	–	869
2020 Q1	$3K	Buy	+29	New	+$3.87K	﹤0.01%	827
2019 Q4	–	Sell	-29	Closed	-$4K	–	849
2019 Q3	$4K	Hold	29	–	–	﹤0.01%	902
2019 Q2	$3K	Hold	29	–	–	﹤0.01%	952
2019 Q1	$3K	Buy	+29	New	+$3.51K	﹤0.01%	997

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

Golden State Wealth Management's TM Position: Q2 2026 in Review

Golden State Wealth Management reduced its Toyota (TM) stake by 4.3% in Q2 2026, selling an estimated $2.84K and leaving 334 shares worth $56.4K. The position accounts for 0.01% of the portfolio, ranked #698.

Golden State Wealth Management first reported a position in TM in Q1 2019 and has held it in 11 quarters since. The position peaked at $74.7K in Q4 2025. 642 funds tracked by Wall St. Rank hold TM as of Q2 2026.

Golden State Wealth Management held 334 shares of Toyota worth $56.4K as of Q2 2026.
Golden State Wealth Management sold 15 Toyota shares in Q2 2026, an estimated $2.84K.
Toyota made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #698 holding.
Golden State Wealth Management first reported a position in Toyota in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's Toyota position peaked at $74.7K in Q4 2025.
642 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.