SWP
TM icon

Strategic Wealth Partners’s Toyota TM Stock Holding History

Strategic Wealth Partners’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
Q1 		$11.1M Buy
53,657
+15,099
+39% +$3.41M 0.77% 45
2025
Q4 		$8.25M Buy
38,558
+8,463
+28% +$1.72M 0.57% 55
2025
Q3 		$5.75M Buy
30,095
+29,896
+15,023% +$5.64M 0.43% 68
2025
Q2 		$34.3K Buy
+199
New +$36K ﹤0.01% 561

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Strategic Wealth Partners's TM Position: Q1 2026 in Review

Strategic Wealth Partners increased its Toyota (TM) stake by 39% in Q1 2026, buying an estimated $3.41M and bringing the position to 53,657 shares worth $11.1M. The position accounts for 0.77% of the portfolio, ranked #45.

Strategic Wealth Partners first reported a position in TM in Q2 2025 and has held it in 4 quarters since. 694 funds tracked by Wall St. Rank hold TM as of Q1 2026.

  • Strategic Wealth Partners held 53,657 shares of Toyota worth $11.1M as of Q1 2026.
  • Strategic Wealth Partners bought 15,099 Toyota shares in Q1 2026, an estimated $3.41M.
  • Toyota made up 0.77% of Strategic Wealth Partners's portfolio in Q1 2026, its #45 holding.
  • Strategic Wealth Partners first reported a position in Toyota in Q2 2025 and has held it in 4 quarters since.
  • 694 funds tracked by Wall St. Rank held Toyota as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.