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SFMG Wealth Advisors’s Toyota TM Stock Holding History

SFMG Wealth Advisors’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
Q1 		$206K Sell
1,000
-56
-5% -$12.7K 0.01% 292
2025
Q4 		$226K Hold
1,056
– – 0.02% 276
2025
Q3 		$202K Buy
+1,056
New +$199K 0.01% 286
2025
Q1 		– Sell
-1,056
Closed -$206K – 294
2024
Q4 		$206K Buy
+1,056
New +$186K 0.02% 247
2024
Q3 		– Sell
-1,056
Closed -$216K – 281
2024
Q2 		$216K Hold
1,056
– – 0.02% 233
2024
Q1 		$266K Buy
+1,056
New +$234K 0.02% 212

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

SFMG Wealth Advisors's TM Position: Q1 2026 in Review

SFMG Wealth Advisors reduced its Toyota (TM) stake by 5.3% in Q1 2026, selling an estimated $12.7K and leaving 1,000 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #292.

SFMG Wealth Advisors first reported a position in TM in Q1 2024 and has held it in 6 quarters since. The position peaked at $266K in Q1 2024. 694 funds tracked by Wall St. Rank hold TM as of Q1 2026.

  • SFMG Wealth Advisors held 1,000 shares of Toyota worth $206K as of Q1 2026.
  • SFMG Wealth Advisors sold 56 Toyota shares in Q1 2026, an estimated $12.7K.
  • Toyota made up 0.01% of SFMG Wealth Advisors's portfolio in Q1 2026, its #292 holding.
  • SFMG Wealth Advisors first reported a position in Toyota in Q1 2024 and has held it in 6 quarters since.
  • SFMG Wealth Advisors's Toyota position peaked at $266K in Q1 2024.
  • 694 funds tracked by Wall St. Rank held Toyota as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.