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Heritage Wealth Management (Ohio)’s Toyota TM Stock Holding History

Heritage Wealth Management (Ohio)’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 		– Sell
-1,279
Closed -$274K – 243
2025
Q4 		$274K Sell
1,279
-6
-0.5% -$1.22K 0.08% 213
2025
Q3 		$246K Buy
1,285
+17
+1% +$3.2K 0.07% 220
2025
Q2 		$218K Buy
1,268
+1
+0.1% +$181 0.07% 222
2025
Q1 		$224K Buy
1,267
+192
+18% +$35.7K 0.08% 212
2024
Q4 		$209K Buy
+1,075
New +$189K 0.07% 218
2024
Q3 		– Sell
-1,075
Closed -$222K – 232
2024
Q2 		$222K Buy
+1,075
New +$238K 0.07% 208

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s TM Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) sold out of Toyota (TM) in Q1 2026, closing a stake of 1,279 shares — an estimated $274K sold.

Heritage Wealth Management (Ohio) first reported a position in TM in Q2 2024 and held it in 6 quarters. The position peaked at $274K in Q4 2025. 694 funds tracked by Wall St. Rank hold TM as of Q1 2026.

  • Heritage Wealth Management (Ohio) reported no remaining Toyota position as of Q1 2026 after selling out during the quarter.
  • Heritage Wealth Management (Ohio) sold 1,279 Toyota shares in Q1 2026, an estimated $274K.
  • Heritage Wealth Management (Ohio) first reported a position in Toyota in Q2 2024 and held it in 6 quarters.
  • Heritage Wealth Management (Ohio)'s Toyota position peaked at $274K in Q4 2025.
  • 694 funds tracked by Wall St. Rank held Toyota as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.