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Moran Wealth Management’s Toyota TM Stock Holding History

Moran 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 		$6.85M Buy
40,653
+3,954
+11% +$749K 0.19% 169
2026
Q1 		$7.56M Buy
36,699
+6,086
+20% +$1.38M 0.23% 146
2025
Q4 		$6.55M Buy
30,613
+11,504
+60% +$2.33M 0.2% 155
2025
Q3 		$3.65M Buy
19,109
+1,212
+7% +$228K 0.11% 218
2025
Q2 		$3.08M Buy
17,897
+1,113
+7% +$201K 0.1% 249
2025
Q1 		$2.96M Sell
16,784
-217
-1% -$40.4K 0.1% 238
2024
Q4 		$3.31M Sell
17,001
-10,432
-38% -$1.84M 0.11% 217
2024
Q3 		$4.9M Buy
27,433
+10,545
+62% +$1.97M 0.15% 171
2024
Q2 		$3.46M Buy
16,888
+493
+3% +$109K 0.11% 203
2024
Q1 		$4.13M Sell
16,395
-3,113
-16% -$689K 0.13% 191
2023
Q4 		$3.58M Buy
+19,508
New +$3.56M 0.13% 196

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

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

Moran Wealth Management increased its Toyota (TM) stake by 11% in Q2 2026, buying an estimated $749K and bringing the position to 40,653 shares worth $6.85M. The position accounts for 0.19% of the portfolio, ranked #169.

Moran Wealth Management first reported a position in TM in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.56M in Q1 2026. 642 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Moran Wealth Management held 40,653 shares of Toyota worth $6.85M as of Q2 2026.
  • Moran Wealth Management bought 3,954 Toyota shares in Q2 2026, an estimated $749K.
  • Toyota made up 0.19% of Moran Wealth Management's portfolio in Q2 2026, its #169 holding.
  • Moran Wealth Management first reported a position in Toyota in Q4 2023 and has held it in 11 quarters since.
  • Moran Wealth Management's Toyota position peaked at $7.56M in Q1 2026.
  • 642 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

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