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Meridian Wealth Management’s Toyota TM Stock Holding History

Meridian 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 		$221K Buy
1,311
+148
+13% +$28K 0.01% 766
2026
Q1 		$240K Sell
1,163
-63
-5% -$14.2K 0.01% 707
2025
Q4 		$262K Buy
1,226
+21
+2% +$4.26K 0.01% 649
2025
Q3 		$230K Buy
+1,205
New +$227K 0.01% 639
2025
Q2 		– Sell
-1,290
Closed -$228K – 681
2025
Q1 		$228K Buy
1,290
+36
+3% +$6.7K 0.01% 574
2024
Q4 		$244K Buy
+1,254
New +$221K 0.01% 560

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

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

Meridian Wealth Management increased its Toyota (TM) stake by 13% in Q2 2026, buying an estimated $28K and bringing the position to 1,311 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #766.

Meridian Wealth Management first reported a position in TM in Q4 2024 and has held it in 6 quarters since. The position peaked at $262K in Q4 2025. 642 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Meridian Wealth Management held 1,311 shares of Toyota worth $221K as of Q2 2026.
  • Meridian Wealth Management bought 148 Toyota shares in Q2 2026, an estimated $28K.
  • Toyota made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #766 holding.
  • Meridian Wealth Management first reported a position in Toyota in Q4 2024 and has held it in 6 quarters since.
  • Meridian Wealth Management's Toyota position peaked at $262K in Q4 2025.
  • 642 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.