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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
Q2 		– Sell
-1,050
Closed -$216K – 798
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
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

Shelton Capital Management's TM Position: Q2 2026 in Review

Shelton Capital Management sold out of Toyota (TM) in Q2 2026, closing a stake of 1,050 shares — an estimated $216K sold.

Shelton Capital Management first reported a position in TM in Q4 2023 and held it in 7 quarters. The position peaked at $1M in Q4 2023. 642 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Shelton Capital Management reported no remaining Toyota position as of Q2 2026 after selling out during the quarter.
  • Shelton Capital Management sold 1,050 Toyota shares in Q2 2026, an estimated $216K.
  • Shelton Capital Management first reported a position in Toyota in Q4 2023 and held it in 7 quarters.
  • Shelton Capital Management's Toyota position peaked at $1M in Q4 2023.
  • 642 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.