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 Q2	–	Sell	-2,650	Closed	-$546K	–	681
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 Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Venturi Wealth Management's TM Position: Q2 2026 in Review

Venturi Wealth Management sold out of Toyota (TM) in Q2 2026, closing a stake of 2,650 shares — an estimated $546K sold.

Venturi Wealth Management first reported a position in TM in Q4 2015 and held it in 14 quarters. The position peaked at $615K in Q4 2015. 642 funds tracked by Wall St. Rank hold TM as of Q2 2026.

Venturi Wealth Management reported no remaining Toyota position as of Q2 2026 after selling out during the quarter.
Venturi Wealth Management sold 2,650 Toyota shares in Q2 2026, an estimated $546K.
Venturi Wealth Management first reported a position in Toyota in Q4 2015 and held it in 14 quarters.
Venturi Wealth Management's Toyota position peaked at $615K in Q4 2015.
642 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.