RWML
TM icon

RAFFA WEALTH MANAGEMENT, LLC’s Toyota TM Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$6.4K Sell
38
-4
-10% -$758 ﹤0.01% 528
2026
Q1 		$8.66K Hold
42
– – ﹤0.01% 427
2025
Q4 		$8.99K Buy
42
+15
+56% +$3.04K ﹤0.01% 392
2025
Q3 		$5.16K Buy
27
+12
+80% +$2.26K ﹤0.01% 476
2025
Q2 		$2.58K Hold
15
– – ﹤0.01% 633
2025
Q1 		$2.65K Sell
15
-8
-35% -$1.49K ﹤0.01% 567
2024
Q4 		$4.48K Hold
23
– – ﹤0.01% 463
2024
Q3 		$4.11K Hold
23
– – ﹤0.01% 454
2024
Q2 		$4.71K Buy
23
+7
+44% +$1.55K ﹤0.01% 544
2024
Q1 		$4.03K Hold
16
– – ﹤0.01% 546
2023
Q4 		$2.93K Hold
16
– – ﹤0.01% 506
2023
Q3 		$2.88K Hold
16
– – ﹤0.01% 492
2023
Q2 		$2.57K Hold
16
– – ﹤0.01% 539
2023
Q1 		$2.27K Hold
16
– – ﹤0.01% 570
2022
Q4 		$2.19K Hold
16
– – ﹤0.01% 570
2022
Q3 		$2.08K Sell
16
-21
-57% -$3.18K ﹤0.01% 587
2022
Q2 		$5.7K Buy
37
+21
+131% +$3.47K ﹤0.01% 362
2022
Q1 		$2.88K Hold
16
– – ﹤0.01% 540
2021
Q4 		$2.96K Hold
16
– – ﹤0.01% 553
2021
Q3 		$2.84K Hold
16
– – ﹤0.01% 517
2021
Q2 		$2.8K Hold
16
– – ﹤0.01% 522
2021
Q1 		$2.5K Buy
+16
New +$2.42K ﹤0.01% 574
2020
Q3 		– Sell
-4
Closed -$503 – 907
2020
Q2 		$503 Buy
+4
New +$496 ﹤0.01% 811
2017
Q1 		– Sell
-55
Closed -$6.45K – 813
2016
Q4 		$6.45K Buy
55
+5
+10% +$583 ﹤0.01% 207
2016
Q3 		$5.8K Hold
50
– – ﹤0.01% 211
2016
Q2 		$5K Buy
50
+12
+32% +$1.23K ﹤0.01% 212
2016
Q1 		$4.04K Hold
38
– – ﹤0.01% 230
2015
Q4 		$4.68K Hold
38
– – ﹤0.01% 210
2015
Q3 		$4.46K Hold
38
– – ﹤0.01% 224
2015
Q2 		$5.08K Hold
38
– – ﹤0.01% 203
2015
Q1 		$5.32K Buy
38
+8
+27% +$1.07K ﹤0.01% 191
2014
Q4 		$3.76K Hold
30
– – ﹤0.01% 216
2014
Q3 		$3.53K Buy
+30
New +$3.54K ﹤0.01% 221
2014
Q1 		– Sell
-30
Closed -$3.76K – 693
2013
Q4 		$3.76K Buy
+30
New +$3.77K ﹤0.01% 216

Other funds holding TM

MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's TM Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its Toyota (TM) stake by 9.5% in Q2 2026, selling an estimated $758 and leaving 38 shares worth $6.4K. The position accounts for ﹤0.01% of the portfolio, ranked #528.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in TM in Q4 2013 and has held it in 34 quarters since. The position peaked at $8.99K in Q4 2025. 218 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 38 shares of Toyota worth $6.4K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC sold 4 Toyota shares in Q2 2026, an estimated $758.
  • Toyota made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #528 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Toyota in Q4 2013 and has held it in 34 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Toyota position peaked at $8.99K in Q4 2025.
  • 218 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.