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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
Q2 		$4.21K Sell
25
-16
-39% -$3.03K ﹤0.01% 822
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 $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

JPL Wealth Management's TM Position: Q2 2026 in Review

JPL Wealth Management reduced its Toyota (TM) stake by 39% in Q2 2026, selling an estimated $3.03K and leaving 25 shares worth $4.21K. The position accounts for ﹤0.01% of the portfolio, ranked #822.

JPL Wealth Management first reported a position in TM in Q3 2025 and has held it in 3 quarters since. The position peaked at $8.45K in Q1 2026. 642 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • JPL Wealth Management held 25 shares of Toyota worth $4.21K as of Q2 2026.
  • JPL Wealth Management sold 16 Toyota shares in Q2 2026, an estimated $3.03K.
  • Toyota made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #822 holding.
  • JPL Wealth Management first reported a position in Toyota in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Toyota position peaked at $8.45K in Q1 2026.
  • 642 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.