JTF
TM icon

J. Team Financial’s Toyota TM Stock Holding History

J. Team Financial’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 		$391K Sell
2,319
-969
-29% -$184K 0.38% 56
2026
Q1 		$678K Buy
3,288
+207
+7% +$46.8K 0.76% 36
2025
Q4 		$659K Buy
3,081
+621
+25% +$126K 0.66% 37
2025
Q3 		$470K Buy
+2,460
New +$464K 0.48% 41

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
HIMC
Heritage Investors Management Corp Bethesda, Maryland $3.61B AUM 35.86% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return

J. Team Financial's TM Position: Q2 2026 in Review

J. Team Financial reduced its Toyota (TM) stake by 29% in Q2 2026, selling an estimated $184K and leaving 2,319 shares worth $391K. The position accounts for 0.38% of the portfolio, ranked #56.

J. Team Financial first reported a position in TM in Q3 2025 and has held it in 4 quarters since. The position peaked at $678K in Q1 2026. 352 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • J. Team Financial held 2,319 shares of Toyota worth $391K as of Q2 2026.
  • J. Team Financial sold 969 Toyota shares in Q2 2026, an estimated $184K.
  • Toyota made up 0.38% of J. Team Financial's portfolio in Q2 2026, its #56 holding.
  • J. Team Financial first reported a position in Toyota in Q3 2025 and has held it in 4 quarters since.
  • J. Team Financial's Toyota position peaked at $678K in Q1 2026.
  • 352 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on J. Team Financial's 13F filing for Q2 2026, filed 27 Jul 2026.