MWM
TM icon

Mission Wealth Management’s Toyota TM Stock Holding History

Mission 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 		$485K Buy
2,878
+450
+19% +$85.2K 0.01% 692
2026
Q1 		$500K Sell
2,428
-103
-4% -$23.3K 0.01% 488
2025
Q4 		$542K Sell
2,531
-62
-2% -$12.6K 0.01% 474
2025
Q3 		$495K Buy
2,593
+14
+0.5% +$2.64K 0.01% 487
2025
Q2 		$444K Sell
2,579
-65
-2% -$11.8K 0.01% 499
2025
Q1 		$467K Buy
2,644
+6
+0.2% +$1.12K 0.01% 470
2024
Q4 		$513K Buy
2,638
+201
+8% +$35.4K 0.01% 420
2024
Q3 		$435K Sell
2,437
-280
-10% -$52.3K 0.01% 459
2024
Q2 		$557K Buy
2,717
+454
+20% +$100K 0.01% 384
2024
Q1 		$570K Buy
2,263
+224
+11% +$49.6K 0.02% 406
2023
Q4 		$374K Sell
2,039
-120
-6% -$21.9K 0.01% 429
2023
Q3 		$388K Sell
2,159
-257
-11% -$43.9K 0.01% 397
2023
Q2 		$388K Buy
2,416
+97
+4% +$14K 0.01% 401
2023
Q1 		$329K Buy
2,319
+206
+10% +$29K 0.01% 424
2022
Q4 		$289K Buy
2,113
+81
+4% +$11.3K 0.01% 428
2022
Q3 		$265K Buy
2,032
+411
+25% +$62.3K 0.01% 419
2022
Q2 		$250K Buy
1,621
+78
+5% +$12.9K 0.01% 434
2022
Q1 		$278K Sell
1,543
-122
-7% -$22.8K 0.01% 438
2021
Q4 		$309K Buy
1,665
+414
+33% +$74.5K 0.01% 428
2021
Q3 		$222K Buy
+1,251
New +$223K 0.01% 473
2018
Q1 		– Sell
-1,801
Closed -$229K – 259
2017
Q4 		$229K Buy
+1,801
New +$225K 0.04% 190
2017
Q2 		– Sell
-1,926
Closed -$209K – 201
2017
Q1 		$209K Sell
1,926
-250
-11% -$28.7K 0.04% 174
2016
Q4 		$255K Buy
2,176
+18
+0.8% +$2.1K 0.05% 144
2016
Q3 		$250K Sell
2,158
-15
-0.7% -$1.72K 0.06% 136
2016
Q2 		$217K Sell
2,173
-65
-3% -$6.68K 0.06% 141
2016
Q1 		$238K Buy
2,238
+140
+7% +$15.5K 0.06% 128
2015
Q4 		$258K Buy
2,098
+160
+8% +$19.8K 0.07% 111
2015
Q3 		$227K Buy
1,938
+225
+13% +$28.2K 0.07% 115
2015
Q2 		$240K Buy
+1,713
New +$236K 0.08% 113

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

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

Mission Wealth Management increased its Toyota (TM) stake by 19% in Q2 2026, buying an estimated $85.2K and bringing the position to 2,878 shares worth $485K. The position accounts for 0.01% of the portfolio, ranked #692.

Mission Wealth Management first reported a position in TM in Q2 2015 and has held it in 29 quarters since. The position peaked at $570K in Q1 2024. 639 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Mission Wealth Management held 2,878 shares of Toyota worth $485K as of Q2 2026.
  • Mission Wealth Management bought 450 Toyota shares in Q2 2026, an estimated $85.2K.
  • Toyota made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #692 holding.
  • Mission Wealth Management first reported a position in Toyota in Q2 2015 and has held it in 29 quarters since.
  • Mission Wealth Management's Toyota position peaked at $570K in Q1 2024.
  • 639 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.