Silvia McColl Wealth Management’s Toyota TM Stock Holding History

Silvia McColl 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	$208K	Hold	1,235	–	–	0.13%	119
2026 Q1	$255K	Sell	1,235 -40	-3%	-$9.04K	0.17%	104
2025 Q4	$273K	Hold	1,275	–	–	0.18%	98
2025 Q3	$244K	Hold	1,275	–	–	0.16%	100
2025 Q2	$220K	Sell	1,275 -97	-7%	-$17.5K	0.16%	104
2025 Q1	$242K	Buy	1,372 +37	+3%	+$6.89K	0.18%	95
2024 Q4	$260K	Hold	1,335	–	–	0.19%	90
2024 Q3	$238K	Hold	1,335	–	–	0.18%	99
2024 Q2	$274K	Hold	1,335	–	–	0.23%	85
2024 Q1	$327K	Hold	1,335	–	–	0.28%	78
2023 Q4	$245K	Hold	1,335	–	–	0.22%	86
2023 Q3	$240K	Sell	1,335 -350	-21%	-$59.8K	0.24%	84
2023 Q2	$271K	Hold	1,685	–	–	0.25%	84
2023 Q1	$239K	Buy	1,685 +15	+0.9%	+$2.11K	0.24%	88
2022 Q4	$228K	Buy	+1,670	New	+$233K	0.22%	93

Other funds holding TM

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

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return

LOPW

Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

CCMINC

Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return

GIC

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Silvia McColl Wealth Management's TM Position: Q2 2026 in Review

Silvia McColl Wealth Management held its Toyota (TM) position steady in Q2 2026 at 1,235 shares worth $208K. The position accounts for 0.13% of the portfolio, ranked #119.

Silvia McColl Wealth Management first reported a position in TM in Q4 2022 and has held it in 15 quarters since. The position peaked at $327K in Q1 2024. 197 funds tracked by Wall St. Rank hold TM as of Q2 2026.

Silvia McColl Wealth Management held 1,235 shares of Toyota worth $208K as of Q2 2026.
Silvia McColl Wealth Management left its Toyota share count unchanged in Q2 2026.
Toyota made up 0.13% of Silvia McColl Wealth Management's portfolio in Q2 2026, its #119 holding.
Silvia McColl Wealth Management first reported a position in Toyota in Q4 2022 and has held it in 15 quarters since.
Silvia McColl Wealth Management's Toyota position peaked at $327K in Q1 2024.
197 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Silvia McColl Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.