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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
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

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

Retirement Wealth Solutions's TM Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its Toyota (TM) stake by 15% in Q2 2026, selling an estimated $3.22K and leaving 99 shares worth $16.7K. The position accounts for 0.01% of the portfolio, ranked #173.

Retirement Wealth Solutions first reported a position in TM in Q4 2024 and has held it in 7 quarters since. The position peaked at $23.9K in Q1 2026. 639 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Retirement Wealth Solutions held 99 shares of Toyota worth $16.7K as of Q2 2026.
  • Retirement Wealth Solutions sold 17 Toyota shares in Q2 2026, an estimated $3.22K.
  • Toyota made up 0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #173 holding.
  • Retirement Wealth Solutions first reported a position in Toyota in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's Toyota position peaked at $23.9K in Q1 2026.
  • 639 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.