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Spire Wealth Management’s Toyota TM Stock Holding History

Spire 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 		$87.9K Sell
522
-380
-42% -$72K ﹤0.01% 1014
2026
Q1 		$186K Buy
902
+109
+14% +$24.6K 0.01% 796
2025
Q4 		$170K Sell
793
-11
-1% -$2.23K 0.01% 836
2025
Q3 		$154K Sell
804
-192
-19% -$36.2K 0.01% 860
2025
Q2 		$172K Buy
996
+575
+137% +$104K 0.01% 807
2025
Q1 		$74.3K Buy
421
+48
+13% +$8.93K ﹤0.01% 1154
2024
Q4 		$72.6K Sell
373
-231
-38% -$40.6K ﹤0.01% 1150
2024
Q3 		$108K Buy
604
+59
+11% +$11K ﹤0.01% 892
2024
Q2 		$112K Sell
545
-201
-27% -$44.5K ﹤0.01% 864
2024
Q1 		$188K Buy
746
+7
+0.9% +$1.55K ﹤0.01% 783
2023
Q4 		$148K Buy
739
+3
+0.4% +$547 ﹤0.01% 862
2023
Q3 		$132K Buy
736
+28
+4% +$4.78K 0.01% 845
2023
Q2 		$114K Sell
708
-35
-5% -$5.04K ﹤0.01% 935
2023
Q1 		$105K Buy
743
+281
+61% +$39.5K ﹤0.01% 949
2022
Q4 		$63K Buy
462
+45
+11% +$6.27K ﹤0.01% 911
2022
Q3 		$54K Sell
417
-521
-56% -$79K ﹤0.01% 923
2022
Q2 		$145K Sell
938
-578
-38% -$95.5K 0.01% 883
2022
Q1 		$273K Buy
1,516
+428
+39% +$80K 0.01% 759
2021
Q4 		$202K Buy
1,088
+16
+1% +$2.88K ﹤0.01% 1086
2021
Q3 		$191K Sell
1,072
-202
-16% -$36.1K 0.01% 947
2021
Q2 		$223K Buy
1,274
+701
+122% +$115K 0.01% 899
2021
Q1 		$81K Buy
+573
New +$86.7K ﹤0.01% 1488

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

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

Spire Wealth Management reduced its Toyota (TM) stake by 42% in Q2 2026, selling an estimated $72K and leaving 522 shares worth $87.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1014.

Spire Wealth Management first reported a position in TM in Q1 2021 and has held it in 22 quarters since. The position peaked at $273K in Q1 2022. 642 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Spire Wealth Management held 522 shares of Toyota worth $87.9K as of Q2 2026.
  • Spire Wealth Management sold 380 Toyota shares in Q2 2026, an estimated $72K.
  • Toyota made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1014 holding.
  • Spire Wealth Management first reported a position in Toyota in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Toyota position peaked at $273K in Q1 2022.
  • 642 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.