PWM
TM icon

Perigon Wealth Management’s Toyota TM Stock Holding History

Perigon 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 		$225K Sell
1,338
-149
-10% -$28.2K ﹤0.01% 1299
2026
Q1 		$306K Buy
1,487
+199
+15% +$45K 0.01% 1012
2025
Q4 		$276K Buy
1,288
+105
+9% +$21.3K ﹤0.01% 1055
2025
Q3 		$226K Buy
1,183
+9
+0.8% +$1.7K ﹤0.01% 1091
2025
Q2 		$202K Sell
1,174
-92
-7% -$16.6K ﹤0.01% 1007
2025
Q1 		$224K Sell
1,266
-69
-5% -$12.8K 0.01% 924
2024
Q4 		$242K Buy
1,335
+87
+7% +$15.3K 0.01% 892
2024
Q3 		$223K Sell
1,248
-66
-5% -$12.3K 0.01% 901
2024
Q2 		$269K Sell
1,314
-247
-16% -$54.6K 0.01% 728
2024
Q1 		$393K Buy
1,561
+454
+41% +$100K 0.01% 597
2023
Q4 		$203K Sell
1,107
-374
-25% -$68.2K 0.01% 785
2023
Q3 		$266K Buy
+1,481
New +$253K 0.01% 632
2021
Q1 		– Sell
-304
Closed -$47K – 984
2020
Q4 		$47K Buy
+304
New +$42.5K 0.01% 761
2017
Q1 		– Sell
-648
Closed -$73K – 705
2016
Q4 		$73K Hold
648
– – 0.02% 319
2016
Q3 		$75K Buy
+648
New +$74.2K 0.02% 268

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

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

Perigon Wealth Management reduced its Toyota (TM) stake by 10% in Q2 2026, selling an estimated $28.2K and leaving 1,338 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #1299.

Perigon Wealth Management first reported a position in TM in Q3 2016 and has held it in 15 quarters since. The position peaked at $393K in Q1 2024. 642 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Perigon Wealth Management held 1,338 shares of Toyota worth $225K as of Q2 2026.
  • Perigon Wealth Management sold 149 Toyota shares in Q2 2026, an estimated $28.2K.
  • Toyota made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1299 holding.
  • Perigon Wealth Management first reported a position in Toyota in Q3 2016 and has held it in 15 quarters since.
  • Perigon Wealth Management's Toyota position peaked at $393K in Q1 2024.
  • 642 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.