Institute for Wealth Management’s Toyota TM Stock Holding History

Institute for 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	$96.5K	Buy	+573	New	+$109K	0.01%	688
2021 Q1	–	Sell	-1,388	Closed	-$215K	–	485
2020 Q4	$215K	Sell	1,388 -174	-11%	-$24.3K	0.04%	414
2020 Q3	$207K	Sell	1,562 -288	-16%	-$37.5K	0.05%	392
2020 Q2	$232K	Sell	1,850 -87	-4%	-$10.8K	0.06%	368
2020 Q1	$232K	Sell	1,937 -365	-16%	-$48.7K	0.07%	340
2019 Q4	$324K	Sell	2,302 -164	-7%	-$22.9K	0.07%	331
2019 Q3	$332K	Sell	2,466 -227	-8%	-$29.7K	0.08%	309
2019 Q2	$334K	Buy	+2,693	New	+$328K	0.07%	330

Other funds holding TM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Institute for Wealth Management's TM Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Toyota (TM) in Q2 2026: 573 shares worth $96.5K. The stake represents 0.01% of the portfolio and ranks #688 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in TM as recently as Q4 2020.

Institute for Wealth Management first reported a position in TM in Q2 2019 and has held it in 8 quarters since. The position peaked at $334K in Q2 2019. 644 funds tracked by Wall St. Rank hold TM as of Q2 2026.

Institute for Wealth Management held 573 shares of Toyota worth $96.5K as of Q2 2026.
Toyota was a new Institute for Wealth Management position in Q2 2026.
Toyota made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #688 holding.
Institute for Wealth Management first reported a position in Toyota in Q2 2019 and has held it in 8 quarters since.
Institute for Wealth Management's Toyota position peaked at $334K in Q2 2019.
644 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.