Lodestone Wealth Management
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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
Q3 		$519K Buy
2,836
+176
+7% +$33K 0.17% 119
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 $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Cullen Capital Management
Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Lodestone Wealth Management's TM Position: Q3 2026 in Review

Lodestone Wealth Management increased its Toyota (TM) stake by 6.6% in Q3 2026, buying an estimated $33K and bringing the position to 2,836 shares worth $519K. The position accounts for 0.17% of the portfolio, ranked #119.

Lodestone Wealth Management first reported a position in TM in Q4 2022 and has held it in 16 quarters since. The position peaked at $821K in Q1 2024. 556 funds tracked by Wall St. Rank hold TM as of Q3 2026.

  • Lodestone Wealth Management held 2,836 shares of Toyota worth $519K as of Q3 2026.
  • Lodestone Wealth Management bought 176 Toyota shares in Q3 2026, an estimated $33K.
  • Toyota made up 0.17% of Lodestone Wealth Management's portfolio in Q3 2026, its #119 holding.
  • Lodestone Wealth Management first reported a position in Toyota in Q4 2022 and has held it in 16 quarters since.
  • Lodestone Wealth Management's Toyota position peaked at $821K in Q1 2024.
  • 556 funds tracked by Wall St. Rank held Toyota as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.