JWM
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JPL Wealth Management’s Toyota TM Stock Holding History

JPL 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 		$8.45K Buy
+41
New +$9.27K ﹤0.01% 568
2025
Q4 		– Sell
-38
Closed -$7.26K – 1025
2025
Q3 		$7.26K Buy
+38
New +$7.16K ﹤0.01% 591

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

JPL Wealth Management's TM Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Toyota (TM) in Q1 2026: 41 shares worth $8.45K. The stake represents ﹤0.01% of the portfolio and ranks #568 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in TM as recently as Q3 2025.

JPL Wealth Management first reported a position in TM in Q3 2025 and has held it in 2 quarters since. 694 funds tracked by Wall St. Rank hold TM as of Q1 2026.

  • JPL Wealth Management held 41 shares of Toyota worth $8.45K as of Q1 2026.
  • Toyota was a new JPL Wealth Management position in Q1 2026.
  • Toyota made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #568 holding.
  • JPL Wealth Management first reported a position in Toyota in Q3 2025 and has held it in 2 quarters since.
  • 694 funds tracked by Wall St. Rank held Toyota as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.