IWM
TM icon

Iams Wealth Management’s Toyota TM Stock Holding History

Iams 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 		$462K Buy
2,743
+972
+55% +$184K 0.14% 150
2026
Q1 		$365K Buy
1,771
+435
+33% +$98.3K 0.13% 161
2025
Q4 		$286K Buy
+1,336
New +$271K 0.1% 169

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

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

Iams Wealth Management increased its Toyota (TM) stake by 55% in Q2 2026, buying an estimated $184K and bringing the position to 2,743 shares worth $462K. The position accounts for 0.14% of the portfolio, ranked #150.

Iams Wealth Management first reported a position in TM in Q4 2025 and has held it in 3 quarters since. 640 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Iams Wealth Management held 2,743 shares of Toyota worth $462K as of Q2 2026.
  • Iams Wealth Management bought 972 Toyota shares in Q2 2026, an estimated $184K.
  • Toyota made up 0.14% of Iams Wealth Management's portfolio in Q2 2026, its #150 holding.
  • Iams Wealth Management first reported a position in Toyota in Q4 2025 and has held it in 3 quarters since.
  • 640 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.