U.S. Capital Wealth Advisors’s Toyota TM Stock Holding History

U.S. Capital 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	$333K	Buy	1,617 +19	+1%	+$4.29K	0.01%	789
2025 Q4	$342K	Buy	1,598 +40	+3%	+$8.11K	0.01%	766
2025 Q3	$298K	Buy	1,558 +66	+4%	+$12.4K	0.01%	770
2025 Q2	$257K	Buy	1,492 +206	+16%	+$37.3K	0.01%	764
2025 Q1	$227K	Buy	+1,286	New	+$239K	0.01%	777
2023 Q1	–	Sell	-318	Closed	-$43.4K	–	1445
2022 Q4	$43.4K	Buy	+318	New	+$44.3K	﹤0.01%	916

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

U.S. Capital Wealth Advisors's TM Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Toyota (TM) stake by 1.2% in Q1 2026, buying an estimated $4.29K and bringing the position to 1,617 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #789.

U.S. Capital Wealth Advisors first reported a position in TM in Q4 2022 and has held it in 6 quarters since. The position peaked at $342K in Q4 2025. 695 funds tracked by Wall St. Rank hold TM as of Q1 2026.

U.S. Capital Wealth Advisors held 1,617 shares of Toyota worth $333K as of Q1 2026.
U.S. Capital Wealth Advisors bought 19 Toyota shares in Q1 2026, an estimated $4.29K.
Toyota made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #789 holding.
U.S. Capital Wealth Advisors first reported a position in Toyota in Q4 2022 and has held it in 6 quarters since.
U.S. Capital Wealth Advisors's Toyota position peaked at $342K in Q4 2025.
695 funds tracked by Wall St. Rank held Toyota as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.