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SWP Investment Management’s Toyota TM Stock Holding History

SWP Investment 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 		– Sell
-12,033
Closed -$2.48M – 48
2026
Q1 		$2.48M Buy
12,033
+3,390
+39% +$766K 1.85% 29
2025
Q4 		$1.85M Buy
8,643
+2,193
+34% +$445K 1.34% 40
2025
Q3 		$1.23M Buy
+6,450
New +$1.22M 1.21% 43

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

SWP Investment Management's TM Position: Q2 2026 in Review

SWP Investment Management sold out of Toyota (TM) in Q2 2026, closing a stake of 12,033 shares — an estimated $2.48M sold.

SWP Investment Management first reported a position in TM in Q3 2025 and held it in 3 quarters. The position peaked at $2.48M in Q1 2026. 639 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • SWP Investment Management reported no remaining Toyota position as of Q2 2026 after selling out during the quarter.
  • SWP Investment Management sold 12,033 Toyota shares in Q2 2026, an estimated $2.48M.
  • SWP Investment Management first reported a position in Toyota in Q3 2025 and held it in 3 quarters.
  • SWP Investment Management's Toyota position peaked at $2.48M in Q1 2026.
  • 639 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on SWP Investment Management's 13F filing for Q2 2026, filed 2 Jul 2026.