Plan A Wealth’s Toyota TM Stock Holding History

Plan A Wealth’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	$665K	Buy	3,630 +120	+3%	+$22.5K	0.24%	61
2026 Q2	$591K	Buy	3,510 +351	+11%	+$66.5K	0.25%	65
2026 Q1	$651K	Buy	3,159 +69	+2%	+$15.6K	0.31%	48
2025 Q4	$661K	Buy	3,090 +74	+2%	+$15K	0.32%	48
2025 Q3	$576K	Buy	3,016 +271	+10%	+$51.1K	0.29%	55
2025 Q2	$473K	Buy	2,745 +1,540	+128%	+$279K	0.27%	71
2025 Q1	$213K	Buy	+1,205	New	+$224K	0.16%	103

Other funds holding TM

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

HCA

Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

DCM

Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Plan A Wealth's TM Position: Q3 2026 in Review

Plan A Wealth increased its Toyota (TM) stake by 3.4% in Q3 2026, buying an estimated $22.5K and bringing the position to 3,630 shares worth $665K. The position accounts for 0.24% of the portfolio, ranked #61.

Plan A Wealth first reported a position in TM in Q1 2025 and has held it in 7 quarters since. 31 funds tracked by Wall St. Rank hold TM as of Q3 2026.

Plan A Wealth held 3,630 shares of Toyota worth $665K as of Q3 2026.
Plan A Wealth bought 120 Toyota shares in Q3 2026, an estimated $22.5K.
Toyota made up 0.24% of Plan A Wealth's portfolio in Q3 2026, its #61 holding.
Plan A Wealth first reported a position in Toyota in Q1 2025 and has held it in 7 quarters since.
31 funds tracked by Wall St. Rank held Toyota as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.