Shelton Capital Management’s Toyota TM Stock Holding History

Shelton Capital Management’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	$216K	Hold	1,050	–	–	﹤0.01%	638
2025 Q4	$225K	Hold	1,050	–	–	﹤0.01%	612
2025 Q3	$201K	Buy	+1,050	New	+$198K	﹤0.01%	698
2025 Q1	–	Sell	-1,050	Closed	-$204K	–	753
2024 Q4	$204K	Buy	+1,050	New	+$185K	0.01%	692
2024 Q3	–	Sell	-3,626	Closed	-$743K	–	778
2024 Q2	$743K	Sell	3,626 -103	-3%	-$22.8K	0.02%	293
2024 Q1	$939K	Sell	3,729 -1,730	-32%	-$383K	0.03%	281
2023 Q4	$1M	Buy	+5,459	New	+$995K	0.03%	272

Other funds holding TM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Shelton Capital Management's TM Position: Q1 2026 in Review

Shelton Capital Management held its Toyota (TM) position steady in Q1 2026 at 1,050 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #638.

Shelton Capital Management first reported a position in TM in Q4 2023 and has held it in 7 quarters since. The position peaked at $1M in Q4 2023. 694 funds tracked by Wall St. Rank hold TM as of Q1 2026.

Shelton Capital Management held 1,050 shares of Toyota worth $216K as of Q1 2026.
Shelton Capital Management left its Toyota share count unchanged in Q1 2026.
Toyota made up ﹤0.01% of Shelton Capital Management's portfolio in Q1 2026, its #638 holding.
Shelton Capital Management first reported a position in Toyota in Q4 2023 and has held it in 7 quarters since.
Shelton Capital Management's Toyota position peaked at $1M in Q4 2023.
694 funds tracked by Wall St. Rank held Toyota as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.