MPPW
TM icon

Mitchell & Pahl Private Wealth’s Toyota TM Stock Holding History

Mitchell & Pahl Private Wealth’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 		$1.02M Buy
6,062
+247
+4% +$46.8K 0.38% 88
2026
Q1 		$1.2M Buy
5,815
+9
+0.2% +$2.03K 0.49% 76
2025
Q4 		$1.24M Sell
5,806
-72
-1% -$14.6K 0.52% 71
2025
Q3 		$1.12M Buy
5,878
+11
+0.2% +$2.07K 0.47% 77
2025
Q2 		$1.01M Buy
5,867
+193
+3% +$34.9K 0.45% 79
2025
Q1 		$1M Sell
5,674
-66
-1% -$12.3K 0.47% 76
2024
Q4 		$1.12M Buy
5,740
+283
+5% +$49.8K 0.52% 70
2024
Q3 		$974K Buy
5,457
+264
+5% +$49.3K 0.45% 83
2024
Q2 		$1.06M Buy
5,193
+33
+0.6% +$7.3K 0.56% 67
2024
Q1 		$1.3M Buy
5,160
+9
+0.2% +$1.99K 0.68% 54
2023
Q4 		$945K Sell
5,151
-32
-0.6% -$5.83K 0.54% 69
2023
Q3 		$932K Buy
5,183
+355
+7% +$60.6K 0.55% 61
2023
Q2 		$776K Buy
4,828
+277
+6% +$39.9K 0.47% 80
2023
Q1 		$645K Buy
4,551
+24
+0.5% +$3.37K 0.4% 90
2022
Q4 		$618K Buy
4,527
+68
+2% +$9.48K 0.41% 89
2022
Q3 		$581K Buy
4,459
+436
+11% +$66.1K 0.43% 84
2022
Q2 		$620K Buy
4,023
+1,563
+64% +$258K 0.43% 86
2022
Q1 		$443K Sell
2,460
-18
-0.7% -$3.37K 0.28% 108
2021
Q4 		$459K Sell
2,478
-10
-0.4% -$1.8K 0.29% 105
2021
Q3 		$442K Sell
2,488
-3
-0.1% -$536 0.32% 95
2021
Q2 		$435K Sell
2,491
-2
-0.1% -$328 0.31% 101
2021
Q1 		$389K Sell
2,493
-66
-3% -$9.98K 0.3% 106
2020
Q4 		$396K Buy
+2,559
New +$358K 0.33% 91

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

Mitchell & Pahl Private Wealth's TM Position: Q2 2026 in Review

Mitchell & Pahl Private Wealth increased its Toyota (TM) stake by 4.2% in Q2 2026, buying an estimated $46.8K and bringing the position to 6,062 shares worth $1.02M. The position accounts for 0.38% of the portfolio, ranked #88.

Mitchell & Pahl Private Wealth first reported a position in TM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.3M in Q1 2024. 640 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Mitchell & Pahl Private Wealth held 6,062 shares of Toyota worth $1.02M as of Q2 2026.
  • Mitchell & Pahl Private Wealth bought 247 Toyota shares in Q2 2026, an estimated $46.8K.
  • Toyota made up 0.38% of Mitchell & Pahl Private Wealth's portfolio in Q2 2026, its #88 holding.
  • Mitchell & Pahl Private Wealth first reported a position in Toyota in Q4 2020 and has held it in 23 quarters since.
  • Mitchell & Pahl Private Wealth's Toyota position peaked at $1.3M in Q1 2024.
  • 640 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.