Venturi Wealth Management’s Toyota TM Stock Holding History

Venturi Wealth 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 Q1	$546K	Buy	2,650 +569	+27%	+$129K	0.02%	331
2025 Q4	$445K	Buy	+2,081	New	+$422K	0.02%	377
2025 Q1	–	Sell	-122	Closed	-$23.7K	–	1710
2024 Q4	$23.7K	Sell	122 -13	-10%	-$2.29K	﹤0.01%	1221
2024 Q3	$24.1K	Sell	135 -1,067	-89%	-$199K	﹤0.01%	967
2024 Q2	$246K	Buy	1,202 +600	+100%	+$133K	0.01%	375
2024 Q1	$152K	Buy	602 +302	+101%	+$66.8K	0.01%	375
2023 Q4	$55K	Buy	300 +86	+40%	+$15.7K	﹤0.01%	478
2023 Q3	$38.5K	Buy	214 +108	+102%	+$18.4K	﹤0.01%	514
2023 Q2	$17K	Buy	+106	New	+$15.3K	﹤0.01%	579
2017 Q1	–	Sell	-5,000	Closed	-$586K	–	189
2016 Q4	$586K	Hold	5,000	–	–	0.16%	111
2016 Q3	$580K	Hold	5,000	–	–	0.19%	90
2016 Q2	$500K	Hold	5,000	–	–	0.17%	96
2016 Q1	$532K	Hold	5,000	–	–	0.2%	99
2015 Q4	$615K	Buy	+5,000	New	+$618K	0.28%	88

Other funds holding TM

Fisher Asset Management

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 $761B AUM 31.28% 1-Year Est. Return

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 New York $5.7T 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