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Twin Peaks Wealth Advisors’s Toyota TM Stock Holding History

Twin Peaks 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 		$133K Buy
+646
New +$146K 0.03% 233
2025
Q3 		– Sell
-310
Closed -$60.1K – 1938
2025
Q2 		$60.1K Buy
+310
New +$56.1K 0.02% 312

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

Twin Peaks Wealth Advisors's TM Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Toyota (TM) in Q1 2026: 646 shares worth $133K. The stake represents 0.03% of the portfolio and ranks #233 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in TM as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in TM in Q2 2025 and has held it in 2 quarters since. 694 funds tracked by Wall St. Rank hold TM as of Q1 2026.

  • Twin Peaks Wealth Advisors held 646 shares of Toyota worth $133K as of Q1 2026.
  • Toyota was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Toyota made up 0.03% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #233 holding.
  • Twin Peaks Wealth Advisors first reported a position in Toyota in Q2 2025 and has held it in 2 quarters since.
  • 694 funds tracked by Wall St. Rank held Toyota as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.