J.W. Cole Advisors’s Toyota TM Stock Holding History

J.W. Cole Advisors’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	$241K	Buy	+1,428	New	+$270K	﹤0.01%	1403
2026 Q1	–	Sell	-2,863	Closed	-$611K	–	1408
2025 Q4	$611K	Sell	2,863 -1,213	-30%	-$246K	0.01%	824
2025 Q3	$779K	Sell	4,076 -48	-1%	-$9.05K	0.01%	813
2025 Q2	$710K	Buy	4,124 +2,583	+168%	+$467K	0.02%	798
2025 Q1	$272K	Buy	+1,541	New	+$287K	0.01%	1018
2023 Q2	–	Sell	-2,086	Closed	-$296K	–	817
2023 Q1	$296K	Buy	+2,086	New	+$293K	0.02%	606

Other funds holding TM

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

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return

LOPW

Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

CCMINC

Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return

GIC

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

J.W. Cole Advisors's TM Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Toyota (TM) in Q2 2026: 1,428 shares worth $241K. The stake represents ﹤0.01% of the portfolio and ranks #1403 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in TM as recently as Q4 2025.

J.W. Cole Advisors first reported a position in TM in Q1 2023 and has held it in 6 quarters since. The position peaked at $779K in Q3 2025. 120 funds tracked by Wall St. Rank hold TM as of Q2 2026.

J.W. Cole Advisors held 1,428 shares of Toyota worth $241K as of Q2 2026.
Toyota was a new J.W. Cole Advisors position in Q2 2026.
Toyota made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1403 holding.
J.W. Cole Advisors first reported a position in Toyota in Q1 2023 and has held it in 6 quarters since.
J.W. Cole Advisors's Toyota position peaked at $779K in Q3 2025.
120 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.