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Integrated Wealth Concepts’s Toyota TM Stock Holding History

Integrated Wealth Concepts’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 		$1.83M Buy
10,871
+4,858
+81% +$920K 0.01% 1007
2026
Q1 		$1.24M Buy
6,013
+890
+17% +$201K 0.01% 1002
2025
Q4 		$1.1M Sell
5,123
-643
-11% -$130K 0.01% 735
2025
Q3 		$1.1M Buy
5,766
+92
+2% +$17.3K 0.01% 925
2025
Q2 		$977K Buy
5,674
+2,017
+55% +$365K 0.01% 928
2025
Q1 		$645K Buy
3,657
+38
+1% +$7.07K 0.01% 1035
2024
Q4 		$704K Sell
3,619
-106
-3% -$18.6K 0.01% 971
2024
Q3 		$665K Sell
3,725
-554
-13% -$103K 0.01% 968
2024
Q2 		$877K Sell
4,279
-1,327
-24% -$294K 0.01% 819
2024
Q1 		$1.41M Sell
5,606
-10,086
-64% -$2.23M 0.02% 623
2023
Q4 		$2.88M Sell
15,692
-375
-2% -$68.4K 0.05% 357
2023
Q3 		$2.89M Sell
16,067
-265
-2% -$45.2K 0.05% 334
2023
Q2 		$2.63M Sell
16,332
-1,094
-6% -$157K 0.05% 368
2023
Q1 		$2.47M Sell
17,426
-235
-1% -$33K 0.05% 339
2022
Q4 		$2.41M Buy
17,661
+667
+4% +$93K 0.07% 280
2022
Q3 		$2.21M Sell
16,994
-862
-5% -$131K 0.07% 259
2022
Q2 		$2.75M Buy
17,856
+24
+0.1% +$3.97K 0.09% 217
2022
Q1 		$3.21M Buy
17,832
+1,530
+9% +$286K 0.1% 180
2021
Q4 		$3.02M Buy
16,302
+2,174
+15% +$391K 0.09% 191
2021
Q3 		$2.51M Buy
14,128
+1,573
+13% +$281K 0.08% 205
2021
Q2 		$2.19M Buy
12,555
+2,293
+22% +$376K 0.08% 207
2021
Q1 		$1.6M Buy
10,262
+2,208
+27% +$334K 0.07% 221
2020
Q4 		$1.25M Buy
8,054
+762
+10% +$107K 0.06% 213
2020
Q3 		$966K Buy
7,292
+69
+1% +$8.97K 0.06% 222
2020
Q2 		$907K Buy
7,223
+1,194
+20% +$148K 0.07% 192
2020
Q1 		$723K Buy
6,029
+972
+19% +$130K 0.07% 176
2019
Q4 		$711K Buy
5,057
+1,941
+62% +$271K 0.06% 210
2019
Q3 		$419K Buy
3,116
+1,064
+52% +$139K 0.05% 237
2019
Q2 		$257K Buy
+2,052
New +$250K 0.03% 311

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

Integrated Wealth Concepts's TM Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Toyota (TM) stake by 81% in Q2 2026, buying an estimated $920K and bringing the position to 10,871 shares worth $1.83M. The position accounts for 0.01% of the portfolio, ranked #1007.

Integrated Wealth Concepts first reported a position in TM in Q2 2019 and has held it in 29 quarters since. The position peaked at $3.21M in Q1 2022. 640 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Integrated Wealth Concepts held 10,871 shares of Toyota worth $1.83M as of Q2 2026.
  • Integrated Wealth Concepts bought 4,858 Toyota shares in Q2 2026, an estimated $920K.
  • Toyota made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1007 holding.
  • Integrated Wealth Concepts first reported a position in Toyota in Q2 2019 and has held it in 29 quarters since.
  • Integrated Wealth Concepts's Toyota position peaked at $3.21M in Q1 2022.
  • 640 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.