SWM
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SHP Wealth Management’s Toyota TM Stock Holding History

SHP Wealth 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 		$13.9K Buy
83
+23
+38% +$4.36K ﹤0.01% 873
2026
Q1 		$12.3K Buy
60
+22
+58% +$4.97K ﹤0.01% 848
2025
Q4 		$8.05K Buy
+38
New +$7.71K ﹤0.01% 889

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SHP Wealth Management's TM Position: Q2 2026 in Review

SHP Wealth Management increased its Toyota (TM) stake by 38% in Q2 2026, buying an estimated $4.36K and bringing the position to 83 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #873.

SHP Wealth Management first reported a position in TM in Q4 2025 and has held it in 3 quarters since. 415 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • SHP Wealth Management held 83 shares of Toyota worth $13.9K as of Q2 2026.
  • SHP Wealth Management bought 23 Toyota shares in Q2 2026, an estimated $4.36K.
  • Toyota made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #873 holding.
  • SHP Wealth Management first reported a position in Toyota in Q4 2025 and has held it in 3 quarters since.
  • 415 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.