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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
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

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

Plan A Wealth's TM Position: Q2 2026 in Review

Plan A Wealth increased its Toyota (TM) stake by 11% in Q2 2026, buying an estimated $66.5K and bringing the position to 3,510 shares worth $591K. The position accounts for 0.25% of the portfolio, ranked #65.

Plan A Wealth first reported a position in TM in Q1 2025 and has held it in 6 quarters since. The position peaked at $661K in Q4 2025. 640 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Plan A Wealth held 3,510 shares of Toyota worth $591K as of Q2 2026.
  • Plan A Wealth bought 351 Toyota shares in Q2 2026, an estimated $66.5K.
  • Toyota made up 0.25% of Plan A Wealth's portfolio in Q2 2026, its #65 holding.
  • Plan A Wealth first reported a position in Toyota in Q1 2025 and has held it in 6 quarters since.
  • Plan A Wealth's Toyota position peaked at $661K in Q4 2025.
  • 640 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.