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Parr McKnight Wealth Management Group’s Toyota TM Stock Holding History

Parr McKnight Wealth Management Group’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
Q1 		$347K Buy
1,683
+51
+3% +$11.5K 0.05% 185
2025
Q4 		$349K Hold
1,632
– – 0.05% 201
2025
Q3 		$312K Buy
1,632
+15
+0.9% +$2.83K 0.04% 202
2025
Q2 		$279K Hold
1,617
– – 0.04% 208
2025
Q1 		$285K Sell
1,617
-166
-9% -$30.9K 0.04% 204
2024
Q4 		$347K Buy
+1,783
New +$314K 0.05% 189

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Parr McKnight Wealth Management Group's TM Position: Q1 2026 in Review

Parr McKnight Wealth Management Group increased its Toyota (TM) stake by 3.1% in Q1 2026, buying an estimated $11.5K and bringing the position to 1,683 shares worth $347K. The position accounts for 0.05% of the portfolio, ranked #185.

Parr McKnight Wealth Management Group first reported a position in TM in Q4 2024 and has held it in 6 quarters since. The position peaked at $349K in Q4 2025. 694 funds tracked by Wall St. Rank hold TM as of Q1 2026.

  • Parr McKnight Wealth Management Group held 1,683 shares of Toyota worth $347K as of Q1 2026.
  • Parr McKnight Wealth Management Group bought 51 Toyota shares in Q1 2026, an estimated $11.5K.
  • Toyota made up 0.05% of Parr McKnight Wealth Management Group's portfolio in Q1 2026, its #185 holding.
  • Parr McKnight Wealth Management Group first reported a position in Toyota in Q4 2024 and has held it in 6 quarters since.
  • Parr McKnight Wealth Management Group's Toyota position peaked at $349K in Q4 2025.
  • 694 funds tracked by Wall St. Rank held Toyota as of Q1 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.