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Medallion Wealth Advisors’s Toyota TM Stock Holding History

Medallion Wealth Advisors’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 		$6.91K Buy
+41
New +$7.77K ﹤0.01% 806
2025
Q3 		– Sell
-50
Closed -$8.58K – 1124
2025
Q2 		$8.58K Hold
50
– – ﹤0.01% 755
2025
Q1 		$8.72K Hold
50
– – ﹤0.01% 706
2024
Q4 		$9.73K Buy
+50
New +$8.8K ﹤0.01% 669

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

Medallion Wealth Advisors's TM Position: Q2 2026 in Review

Medallion Wealth Advisors opened a new position in Toyota (TM) in Q2 2026: 41 shares worth $6.91K. The stake represents ﹤0.01% of the portfolio and ranks #806 among its holdings. This is a return to the name: Medallion Wealth Advisors previously reported a position in TM as recently as Q2 2025.

Medallion Wealth Advisors first reported a position in TM in Q4 2024 and has held it in 4 quarters since. The position peaked at $9.73K in Q4 2024. 644 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Medallion Wealth Advisors held 41 shares of Toyota worth $6.91K as of Q2 2026.
  • Toyota was a new Medallion Wealth Advisors position in Q2 2026.
  • Toyota made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #806 holding.
  • Medallion Wealth Advisors first reported a position in Toyota in Q4 2024 and has held it in 4 quarters since.
  • Medallion Wealth Advisors's Toyota position peaked at $9.73K in Q4 2024.
  • 644 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.