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 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 $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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 New York $5.7T 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