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Independent Solutions Wealth Management’s Toyota TM Stock Holding History

Independent Solutions 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
Q1 		– Sell
-935
Closed -$200K – 197
2025
Q4 		$200K Buy
+935
New +$190K 0.04% 169
2025
Q1 		– Sell
-1,085
Closed -$211K – 186
2024
Q4 		$211K Buy
+1,085
New +$191K 0.05% 166

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Independent Solutions Wealth Management's TM Position: Q1 2026 in Review

Independent Solutions Wealth Management sold out of Toyota (TM) in Q1 2026, closing a stake of 935 shares — an estimated $200K sold.

Independent Solutions Wealth Management first reported a position in TM in Q4 2024 and held it in 2 quarters. The position peaked at $211K in Q4 2024. 698 funds tracked by Wall St. Rank hold TM as of Q1 2026.

  • Independent Solutions Wealth Management reported no remaining Toyota position as of Q1 2026 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 935 Toyota shares in Q1 2026, an estimated $200K.
  • Independent Solutions Wealth Management first reported a position in Toyota in Q4 2024 and held it in 2 quarters.
  • Independent Solutions Wealth Management's Toyota position peaked at $211K in Q4 2024.
  • 698 funds tracked by Wall St. Rank held Toyota as of Q1 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.