Pinnacle Wealth Planning Services
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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
Q3 		$350K Buy
1,910
+141
+8% +$26.4K 0.03% 310
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% -$8.42K 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

Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 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
Heritage Investors Management Corp
Heritage Investors Management Corp Bethesda, Maryland $3.52B AUM 30.22% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
American Assets Investment Management
American Assets Investment Management San Diego, California $1.62B AUM 38.79% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
Cardinal Capital Management Inc (North Carolina)
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $861M AUM 27.19% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Vantage Investment Partners
Vantage Investment Partners Kansas City, Missouri $1.66B AUM 20.91% 1-Year Est. Return

Pinnacle Wealth Planning Services's TM Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Toyota (TM) stake by 8% in Q3 2026, buying an estimated $26.4K and bringing the position to 1,910 shares worth $350K. The position accounts for 0.03% of the portfolio, ranked #310.

Pinnacle Wealth Planning Services first reported a position in TM in Q4 2019 and has held it in 25 quarters since. The position peaked at $615K in Q1 2024. 254 funds tracked by Wall St. Rank hold TM as of Q3 2026.

  • Pinnacle Wealth Planning Services held 1,910 shares of Toyota worth $350K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 141 Toyota shares in Q3 2026, an estimated $26.4K.
  • Toyota made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #310 holding.
  • Pinnacle Wealth Planning Services first reported a position in Toyota in Q4 2019 and has held it in 25 quarters since.
  • Pinnacle Wealth Planning Services's Toyota position peaked at $615K in Q1 2024.
  • 254 funds tracked by Wall St. Rank held Toyota as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.