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HB Wealth Management’s Toyota TM Stock Holding History

HB 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 		$679K Buy
4,030
+330
+9% +$62.5K ﹤0.01% 949
2026
Q1 		$763K Sell
3,700
-312
-8% -$70.5K ﹤0.01% 783
2025
Q4 		$859K Buy
4,012
+409
+11% +$83K 0.01% 686
2025
Q3 		$689K Buy
3,603
+1,116
+45% +$210K ﹤0.01% 722
2025
Q2 		$428K Buy
2,487
+379
+18% +$68.6K ﹤0.01% 801
2025
Q1 		$372K Buy
2,108
+479
+29% +$89.1K ﹤0.01% 880
2024
Q4 		$317K Buy
1,629
+303
+23% +$53.3K ﹤0.01% 792
2024
Q3 		$237K Sell
1,326
-77
-5% -$14.4K ﹤0.01% 834
2024
Q2 		$288K Sell
1,403
-31
-2% -$6.86K ﹤0.01% 726
2024
Q1 		$361K Buy
1,434
+278
+24% +$61.5K ﹤0.01% 595
2023
Q4 		$212K Buy
+1,156
New +$211K ﹤0.01% 722

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

HB Wealth Management's TM Position: Q2 2026 in Review

HB Wealth Management increased its Toyota (TM) stake by 8.9% in Q2 2026, buying an estimated $62.5K and bringing the position to 4,030 shares worth $679K. The position accounts for ﹤0.01% of the portfolio, ranked #949.

HB Wealth Management first reported a position in TM in Q4 2023 and has held it in 11 quarters since. The position peaked at $859K in Q4 2025. 644 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • HB Wealth Management held 4,030 shares of Toyota worth $679K as of Q2 2026.
  • HB Wealth Management bought 330 Toyota shares in Q2 2026, an estimated $62.5K.
  • Toyota made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #949 holding.
  • HB Wealth Management first reported a position in Toyota in Q4 2023 and has held it in 11 quarters since.
  • HB Wealth Management's Toyota position peaked at $859K in Q4 2025.
  • 644 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.