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Retirement Wealth Solutions’s Toyota TM Stock Holding History

Retirement Wealth Solutions’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 		$20K Buy
109
+10
+10% +$1.88K 0.01% 180
2026
Q2 		$16.7K Sell
99
-17
-15% -$3.22K 0.01% 173
2026
Q1 		$23.9K Buy
116
+7
+6% +$1.58K 0.02% 129
2025
Q4 		$23.3K Hold
109
– – 0.01% 146
2025
Q3 		$20.8K Buy
109
+30
+38% +$5.66K 0.01% 151
2025
Q2 		$13.6K Sell
79
-11
-12% -$1.99K 0.01% 201
2025
Q1 		$15.9K Buy
90
+20
+29% +$3.72K 0.01% 160
2024
Q4 		$12.8K Buy
+70
New +$12.3K 0.01% 203

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
GI
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
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 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

Retirement Wealth Solutions's TM Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Toyota (TM) stake by 10% in Q3 2026, buying an estimated $1.88K and bringing the position to 109 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #180.

Retirement Wealth Solutions first reported a position in TM in Q4 2024 and has held it in 8 quarters since. The position peaked at $23.9K in Q1 2026. 31 funds tracked by Wall St. Rank hold TM as of Q3 2026.

  • Retirement Wealth Solutions held 109 shares of Toyota worth $20K as of Q3 2026.
  • Retirement Wealth Solutions bought 10 Toyota shares in Q3 2026, an estimated $1.88K.
  • Toyota made up 0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #180 holding.
  • Retirement Wealth Solutions first reported a position in Toyota in Q4 2024 and has held it in 8 quarters since.
  • Retirement Wealth Solutions's Toyota position peaked at $23.9K in Q1 2026.
  • 31 funds tracked by Wall St. Rank held Toyota as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.