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Lodestone Wealth Management’s Toyota TM Stock Holding History

Lodestone 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 		$448K Buy
2,660
+57
+2% +$10.8K 0.16% 125
2026
Q1 		$536K Buy
2,603
+40
+2% +$9.04K 0.21% 104
2025
Q4 		$549K Sell
2,563
-27
-1% -$5.48K 0.22% 97
2025
Q3 		$495K Buy
2,590
+57
+2% +$10.7K 0.22% 101
2025
Q2 		$436K Sell
2,533
-46
-2% -$8.32K 0.21% 104
2025
Q1 		$455K Sell
2,579
-38
-1% -$7.07K 0.24% 98
2024
Q4 		$509K Buy
2,617
+1
+0% +$176 0.26% 93
2024
Q3 		$467K Sell
2,616
-808
-24% -$151K 0.23% 92
2024
Q2 		$702K Buy
3,424
+162
+5% +$35.8K 0.37% 69
2024
Q1 		$821K Sell
3,262
-16
-0.5% -$3.54K 0.43% 67
2023
Q4 		$601K Sell
3,278
-51
-2% -$9.3K 0.35% 71
2023
Q3 		$598K Buy
3,329
+32
+1% +$5.46K 0.42% 62
2023
Q2 		$530K Sell
3,297
-24
-0.7% -$3.45K 0.36% 72
2023
Q1 		$471K Sell
3,321
-17
-0.5% -$2.39K 0.36% 70
2022
Q4 		$456K Buy
+3,338
New +$465K 0.37% 70

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

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

Lodestone Wealth Management increased its Toyota (TM) stake by 2.2% in Q2 2026, buying an estimated $10.8K and bringing the position to 2,660 shares worth $448K. The position accounts for 0.16% of the portfolio, ranked #125.

Lodestone Wealth Management first reported a position in TM in Q4 2022 and has held it in 15 quarters since. The position peaked at $821K in Q1 2024. 643 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Lodestone Wealth Management held 2,660 shares of Toyota worth $448K as of Q2 2026.
  • Lodestone Wealth Management bought 57 Toyota shares in Q2 2026, an estimated $10.8K.
  • Toyota made up 0.16% of Lodestone Wealth Management's portfolio in Q2 2026, its #125 holding.
  • Lodestone Wealth Management first reported a position in Toyota in Q4 2022 and has held it in 15 quarters since.
  • Lodestone Wealth Management's Toyota position peaked at $821K in Q1 2024.
  • 643 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.