LWM
TOST icon

Lodestone Wealth Management’s Toast TOST Stock Holding History

Lodestone Wealth Management’s Portfolio TOST Stock Details TOST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.67K Hold
96
– – ﹤0.01% 656
2026
Q1 		$2.54K Hold
96
– – ﹤0.01% 652
2025
Q4 		$3.41K Buy
+96
New +$3.46K ﹤0.01% 634

Other funds holding TOST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Lodestone Wealth Management held its Toast (TOST) position steady in Q2 2026 at 96 shares worth $2.67K. The position accounts for ﹤0.01% of the portfolio, ranked #656.

Lodestone Wealth Management first reported a position in TOST in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.41K in Q4 2025. 764 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Lodestone Wealth Management held 96 shares of Toast worth $2.67K as of Q2 2026.
  • Lodestone Wealth Management left its Toast share count unchanged in Q2 2026.
  • Toast made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #656 holding.
  • Lodestone Wealth Management first reported a position in Toast in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Toast position peaked at $3.41K in Q4 2025.
  • 764 funds tracked by Wall St. Rank held Toast as of Q2 2026.

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