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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
Q2 		– Sell
-1,000
Closed -$206K – 363
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 $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

SFMG Wealth Advisors's TM Position: Q2 2026 in Review

SFMG Wealth Advisors sold out of Toyota (TM) in Q2 2026, closing a stake of 1,000 shares — an estimated $206K sold.

SFMG Wealth Advisors first reported a position in TM in Q1 2024 and held it in 6 quarters. The position peaked at $266K in Q1 2024. 643 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • SFMG Wealth Advisors reported no remaining Toyota position as of Q2 2026 after selling out during the quarter.
  • SFMG Wealth Advisors sold 1,000 Toyota shares in Q2 2026, an estimated $206K.
  • SFMG Wealth Advisors first reported a position in Toyota in Q1 2024 and held it in 6 quarters.
  • SFMG Wealth Advisors's Toyota position peaked at $266K in Q1 2024.
  • 643 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.