Perigon Wealth Management
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
Q3 		$285K Buy
1,559
+221
+17% +$41.4K ﹤0.01% 1175
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 $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Altrius Capital Management
Altrius Capital Management New Bern, North Carolina $561M AUM 16.14% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Perigon Wealth Management's TM Position: Q3 2026 in Review

Perigon Wealth Management increased its Toyota (TM) stake by 17% in Q3 2026, buying an estimated $41.4K and bringing the position to 1,559 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #1175.

Perigon Wealth Management first reported a position in TM in Q3 2016 and has held it in 16 quarters since. The position peaked at $393K in Q1 2024. 364 funds tracked by Wall St. Rank hold TM as of Q3 2026.

  • Perigon Wealth Management held 1,559 shares of Toyota worth $285K as of Q3 2026.
  • Perigon Wealth Management bought 221 Toyota shares in Q3 2026, an estimated $41.4K.
  • Toyota made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1175 holding.
  • Perigon Wealth Management first reported a position in Toyota in Q3 2016 and has held it in 16 quarters since.
  • Perigon Wealth Management's Toyota position peaked at $393K in Q1 2024.
  • 364 funds tracked by Wall St. Rank held Toyota as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.