Stratos Wealth Advisors’s Toyota TM Stock Holding History

Stratos Wealth Advisors’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	$276K	Hold	1,339	–	–	0.02%	499
2025 Q4	$287K	Buy	1,339 +246	+23%	+$49.9K	0.01%	535
2025 Q3	$209K	Buy	+1,093	New	+$206K	0.01%	638
2025 Q2	–	Sell	-1,190	Closed	-$210K	–	714
2025 Q1	$210K	Sell	1,190 -7	-0.6%	-$1.3K	0.01%	618
2024 Q4	$233K	Sell	1,197 -562	-32%	-$98.9K	0.01%	639
2024 Q3	$314K	Buy	1,759 +65	+4%	+$12.1K	0.01%	596
2024 Q2	$347K	Buy	1,694 +3	+0.2%	+$664	0.02%	550
2024 Q1	$426K	Buy	1,691 +500	+42%	+$111K	0.03%	491
2023 Q4	$219K	Sell	1,191 -70	-6%	-$12.8K	0.01%	627
2023 Q3	$227K	Hold	1,261	–	–	0.02%	592
2023 Q2	$203K	Buy	+1,261	New	+$181K	0.01%	596
2022 Q3	–	Sell	-1,478	Closed	-$228K	–	536
2022 Q2	$228K	Buy	1,478 +2	+0.1%	+$331	0.02%	468
2022 Q1	$266K	Buy	+1,476	New	+$276K	0.02%	464
2021 Q4	–	Sell	-1,185	Closed	-$211K	–	569
2021 Q3	$211K	Buy	+1,185	New	+$212K	0.02%	486

Other funds holding TM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Stratos Wealth Advisors's TM Position: Q1 2026 in Review

Stratos Wealth Advisors held its Toyota (TM) position steady in Q1 2026 at 1,339 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #499.

Stratos Wealth Advisors first reported a position in TM in Q3 2021 and has held it in 14 quarters since. The position peaked at $426K in Q1 2024. 695 funds tracked by Wall St. Rank hold TM as of Q1 2026.

Stratos Wealth Advisors held 1,339 shares of Toyota worth $276K as of Q1 2026.
Stratos Wealth Advisors left its Toyota share count unchanged in Q1 2026.
Toyota made up 0.02% of Stratos Wealth Advisors's portfolio in Q1 2026, its #499 holding.
Stratos Wealth Advisors first reported a position in Toyota in Q3 2021 and has held it in 14 quarters since.
Stratos Wealth Advisors's Toyota position peaked at $426K in Q1 2024.
695 funds tracked by Wall St. Rank held Toyota as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.