HHM Wealth Advisors’s Toyota TM Stock Holding History

HHM Wealth Advisors’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	$1.24M	Buy	7,379 +1,150	+18%	+$218K	0.12%	70
2026 Q1	$1.28M	Sell	6,229 -975	-14%	-$220K	0.15%	61
2025 Q4	$1.54M	Sell	7,204 -1	-0%	-$203	0.18%	53
2025 Q3	$1.38M	Buy	7,205 +260	+4%	+$49K	0.16%	57
2025 Q2	$1.2M	Buy	6,945 +50	+0.7%	+$9.04K	0.14%	61
2025 Q1	$1.22M	Hold	6,895	–	–	0.16%	60
2024 Q4	$1.34M	Hold	6,895	–	–	0.18%	59
2024 Q3	$1.23M	Buy	6,895 +455	+7%	+$85K	0.17%	53
2024 Q2	$1.32M	Buy	6,440 +1,770	+38%	+$392K	0.2%	52
2024 Q1	$1.18M	Hold	4,670	–	–	0.19%	52
2023 Q4	$856K	Hold	4,670	–	–	0.15%	55
2023 Q3	$839K	Buy	4,670 +235	+5%	+$40.1K	0.16%	52
2023 Q2	$713K	Sell	4,435 -14	-0.3%	-$2.01K	0.13%	57
2023 Q1	$630K	Sell	4,449 -5	-0.1%	-$703	0.13%	61
2022 Q4	$608K	Buy	4,454 +176	+4%	+$24.5K	0.14%	59
2022 Q3	$557K	Buy	4,278 +303	+8%	+$45.9K	0.15%	50
2022 Q2	$613K	Buy	3,975 +204	+5%	+$33.7K	0.16%	54
2022 Q1	$680K	Buy	3,771 +70	+2%	+$13.1K	0.16%	55
2021 Q4	$686K	Buy	3,701 +80	+2%	+$14.4K	0.17%	56
2021 Q3	$644K	Hold	3,621	–	–	0.18%	57
2021 Q2	$633K	Hold	3,621	–	–	0.17%	60
2021 Q1	$565K	Buy	3,621 +50	+1%	+$7.56K	0.17%	57
2020 Q4	$552K	Sell	3,571 -117	-3%	-$16.4K	0.19%	45
2020 Q3	$488K	Hold	3,688	–	–	0.2%	44
2020 Q2	$463K	Hold	3,688	–	–	0.19%	41
2020 Q1	$442K	Sell	3,688 -59	-2%	-$7.88K	0.22%	43
2019 Q4	$527K	Hold	3,747	–	–	0.25%	39
2019 Q3	$504K	Buy	3,747 +155	+4%	+$20.3K	0.29%	34
2019 Q2	$445K	Buy	3,592 +100	+3%	+$12.2K	0.26%	38
2019 Q1	$412K	Sell	3,492 -600	-15%	-$72.6K	0.26%	34
2018 Q4	$475K	Buy	+4,092	New	+$485K	0.35%	28

Other funds holding TM

MIM

Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return

LOPW

Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

CCMINC

Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return

GIC

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HHM Wealth Advisors's TM Position: Q2 2026 in Review

HHM Wealth Advisors increased its Toyota (TM) stake by 18% in Q2 2026, buying an estimated $218K and bringing the position to 7,379 shares worth $1.24M. The position accounts for 0.12% of the portfolio, ranked #70.

HHM Wealth Advisors first reported a position in TM in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.54M in Q4 2025. 178 funds tracked by Wall St. Rank hold TM as of Q2 2026.

HHM Wealth Advisors held 7,379 shares of Toyota worth $1.24M as of Q2 2026.
HHM Wealth Advisors bought 1,150 Toyota shares in Q2 2026, an estimated $218K.
Toyota made up 0.12% of HHM Wealth Advisors's portfolio in Q2 2026, its #70 holding.
HHM Wealth Advisors first reported a position in Toyota in Q4 2018 and has held it in 31 quarters since.
HHM Wealth Advisors's Toyota position peaked at $1.54M in Q4 2025.
178 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.