SFS
TM icon

Sowell Financial Services’s Toyota TM Stock Holding History

Sowell Financial Services’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 		$378K Sell
2,243
-542
-19% -$103K 0.01% 771
2026
Q1 		$574K Buy
2,785
+122
+5% +$27.6K 0.02% 597
2025
Q4 		$570K Buy
2,663
+170
+7% +$34.5K 0.02% 602
2025
Q3 		$476K Buy
2,493
+394
+19% +$74.3K 0.02% 646
2025
Q2 		$362K Sell
2,099
-12
-0.6% -$2.17K 0.01% 713
2025
Q1 		$373K Buy
+2,111
New +$393K 0.02% 673
2021
Q2 		– Sell
-1,402
Closed -$215K – 2507
2021
Q1 		$215K Buy
1,402
+127
+10% +$19.2K 0.01% 1017
2020
Q4 		$197K Buy
1,275
+68
+6% +$9.51K 0.01% 854
2020
Q3 		$160K Sell
1,207
-23
-2% -$2.99K 0.01% 811
2020
Q2 		$155K Buy
1,230
+13
+1% +$1.61K 0.01% 815
2020
Q1 		$146K Sell
1,217
-13
-1% -$1.74K 0.01% 743
2019
Q4 		$173K Sell
1,230
-7
-0.6% -$978 0.01% 762
2019
Q3 		$166K Buy
+1,237
New +$162K 0.01% 695
2018
Q1 		– Sell
-2,331
Closed -$323K – 297
2017
Q4 		$323K Sell
2,331
-156
-6% -$19.4K 0.08% 203
2017
Q3 		$309K Buy
2,487
+304
+14% +$34.5K 0.08% 193
2017
Q2 		$249K Buy
+2,183
New +$233K 0.07% 208
2017
Q1 		– Sell
-1,067
Closed -$122K – 539
2016
Q4 		$122K Buy
+1,067
New +$124K 0.04% 243

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

Sowell Financial Services's TM Position: Q2 2026 in Review

Sowell Financial Services reduced its Toyota (TM) stake by 19% in Q2 2026, selling an estimated $103K and leaving 2,243 shares worth $378K. The position accounts for 0.01% of the portfolio, ranked #771.

Sowell Financial Services first reported a position in TM in Q4 2016 and has held it in 17 quarters since. The position peaked at $574K in Q1 2026. 644 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Sowell Financial Services held 2,243 shares of Toyota worth $378K as of Q2 2026.
  • Sowell Financial Services sold 542 Toyota shares in Q2 2026, an estimated $103K.
  • Toyota made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #771 holding.
  • Sowell Financial Services first reported a position in Toyota in Q4 2016 and has held it in 17 quarters since.
  • Sowell Financial Services's Toyota position peaked at $574K in Q1 2026.
  • 644 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.