KOMWMG
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Kerntke Otto McGlone Wealth Management Group’s Toyota TM Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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 		$230K Buy
1,366
+1
+0.1% +$189 0.14% 85
2026
Q1 		$281K Sell
1,365
-8
-0.6% -$1.81K 0.19% 68
2025
Q4 		$294K Sell
1,373
-53
-4% -$10.8K 0.21% 65
2025
Q3 		$273K Sell
1,426
-140
-9% -$26.4K 0.21% 67
2025
Q2 		$270K Buy
1,566
+9
+0.6% +$1.63K 0.21% 70
2025
Q1 		$275K Sell
1,557
-61
-4% -$11.4K 0.24% 64
2024
Q4 		$315K Buy
1,618
+109
+7% +$19.2K 0.23% 58
2024
Q3 		$270K Sell
1,509
-242
-14% -$45.2K 0.22% 65
2024
Q2 		$359K Sell
1,751
-127
-7% -$28.1K 0.34% 48
2024
Q1 		$473K Sell
1,878
-99
-5% -$21.9K 0.47% 36
2023
Q4 		$363K Buy
1,977
+9
+0.5% +$1.64K 0.36% 44
2023
Q3 		$354K Hold
1,968
– – 0.36% 44
2023
Q2 		$316K Buy
1,968
+9
+0.5% +$1.29K 0.31% 48
2023
Q1 		$278K Buy
1,959
+120
+7% +$16.9K 0.29% 51
2022
Q4 		$251K Buy
1,839
+19
+1% +$2.65K 0.29% 50
2022
Q3 		$237K Hold
1,820
– – 0.36% 46
2022
Q2 		$281K Buy
1,820
+14
+0.8% +$2.31K 0.42% 43
2022
Q1 		$326K Sell
1,806
-340
-16% -$63.6K 0.75% 24
2021
Q4 		$398K Sell
2,146
-603
-22% -$108K 0.48% 39
2021
Q3 		$489K Sell
2,749
-82
-3% -$14.6K 1.46% 18
2021
Q2 		$495K Sell
2,831
-64
-2% -$10.5K 0.2% 81
2021
Q1 		$452K Sell
2,895
-113
-4% -$17.1K 0.24% 85
2020
Q4 		$465K Buy
3,008
+56
+2% +$7.83K 0.27% 75
2020
Q3 		$391K Buy
2,952
+60
+2% +$7.8K 0.29% 71
2020
Q2 		$363K Buy
2,892
+258
+10% +$32K 0.33% 64
2020
Q1 		$316K Sell
2,634
-103
-4% -$13.8K 0.35% 59
2019
Q4 		$385K Buy
+2,737
New +$382K 0.33% 65

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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's TM Position: Q2 2026 in Review

Kerntke Otto McGlone Wealth Management Group increased its Toyota (TM) stake by 0.07% in Q2 2026, buying an estimated $189 and bringing the position to 1,366 shares worth $230K. The position accounts for 0.14% of the portfolio, ranked #85.

Kerntke Otto McGlone Wealth Management Group first reported a position in TM in Q4 2019 and has held it in 27 quarters since. The position peaked at $495K in Q2 2021. 152 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Kerntke Otto McGlone Wealth Management Group held 1,366 shares of Toyota worth $230K as of Q2 2026.
  • Kerntke Otto McGlone Wealth Management Group bought 1 Toyota share in Q2 2026, an estimated $189.
  • Toyota made up 0.14% of Kerntke Otto McGlone Wealth Management Group's portfolio in Q2 2026, its #85 holding.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in Toyota in Q4 2019 and has held it in 27 quarters since.
  • Kerntke Otto McGlone Wealth Management Group's Toyota position peaked at $495K in Q2 2021.
  • 152 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q2 2026, filed 23 Jul 2026.