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Pinnacle Wealth Planning Services’s Toyota TM Stock Holding History

Pinnacle Wealth Planning Services’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 		$298K Sell
1,769
-175
-9% -$33.1K 0.03% 375
2026
Q1 		$401K Sell
1,944
-78
-4% -$17.6K 0.04% 258
2025
Q4 		$433K Sell
2,022
-4
-0.2% -$811 0.05% 234
2025
Q3 		$387K Buy
2,026
+244
+14% +$46K 0.05% 265
2025
Q2 		$307K Buy
1,782
+474
+36% +$85.7K 0.04% 289
2025
Q1 		$231K Buy
1,308
+130
+11% +$24.2K 0.03% 322
2024
Q4 		$229K Sell
1,178
-924
-44% -$163K 0.03% 326
2024
Q3 		$375K Sell
2,102
-257
-11% -$48K 0.05% 245
2024
Q2 		$484K Sell
2,359
-85
-3% -$18.8K 0.07% 186
2024
Q1 		$615K Buy
2,444
+640
+35% +$142K 0.09% 148
2023
Q4 		$331K Sell
1,804
-226
-11% -$41.2K 0.05% 246
2023
Q3 		$365K Buy
2,030
+765
+60% +$131K 0.06% 212
2023
Q2 		$203K Buy
+1,265
New +$182K 0.03% 384
2023
Q1 		– Sell
-1,564
Closed -$214K – 504
2022
Q4 		$214K Sell
1,564
-1
-0.1% -$139 0.04% 349
2022
Q3 		$204K Sell
1,565
-1,442
-48% -$219K 0.04% 331
2022
Q2 		$464K Buy
3,007
+953
+46% +$158K 0.08% 169
2022
Q1 		$370K Sell
2,054
-45
-2% -$8.41K 0.07% 226
2021
Q4 		$389K Buy
2,099
+457
+28% +$82.2K 0.08% 212
2021
Q3 		$292K Buy
1,642
+67
+4% +$12K 0.06% 247
2021
Q2 		$275K Buy
1,575
+65
+4% +$10.7K 0.06% 251
2021
Q1 		$236K Buy
1,510
+211
+16% +$31.9K 0.06% 264
2020
Q4 		$201K Buy
+1,299
New +$182K 0.05% 280
2020
Q2 		– Sell
-2,302
Closed -$276K – 286
2020
Q1 		$276K Buy
2,302
+820
+55% +$109K 0.13% 147
2019
Q4 		$208K Buy
+1,482
New +$207K 0.1% 207

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

Pinnacle Wealth Planning Services's TM Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Toyota (TM) stake by 9% in Q2 2026, selling an estimated $33.1K and leaving 1,769 shares worth $298K. The position accounts for 0.03% of the portfolio, ranked #375.

Pinnacle Wealth Planning Services first reported a position in TM in Q4 2019 and has held it in 24 quarters since. The position peaked at $615K in Q1 2024. 642 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,769 shares of Toyota worth $298K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 175 Toyota shares in Q2 2026, an estimated $33.1K.
  • Toyota made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #375 holding.
  • Pinnacle Wealth Planning Services first reported a position in Toyota in Q4 2019 and has held it in 24 quarters since.
  • Pinnacle Wealth Planning Services's Toyota position peaked at $615K in Q1 2024.
  • 642 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.