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Wambolt & Associates’s Toyota TM Stock Holding History

Wambolt & Associates’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
2025
Q2 		$341K Sell
1,986
-463
-19% -$83.8K 0.11% 139
2025
Q1 		$427K Sell
2,449
-290
-11% -$54K 0.15% 121
2024
Q4 		$533K Sell
2,739
-820
-23% -$144K 0.17% 116
2024
Q3 		$634K Sell
3,559
-413
-10% -$77.1K 0.17% 112
2024
Q2 		$809K Sell
3,972
-711
-15% -$157K 0.24% 98
2024
Q1 		$1.13M Sell
4,683
-3,220
-41% -$713K 0.34% 86
2023
Q4 		$1.45M Sell
7,903
-1,707
-18% -$311K 0.47% 69
2023
Q3 		$1.71M Sell
9,610
-316
-3% -$54K 0.62% 46
2023
Q2 		$1.6M Sell
9,926
-242
-2% -$34.8K 0.57% 55
2023
Q1 		$1.45M Sell
10,168
-54
-0.5% -$7.59K 0.51% 63
2022
Q4 		$1.4M Sell
10,222
-363
-3% -$50.6K 0.54% 65
2022
Q3 		$1.38M Sell
10,585
-126
-1% -$19.1K 0.59% 56
2022
Q2 		$1.65M Buy
10,711
+140
+1% +$23.1K 0.66% 44
2022
Q1 		$1.91M Buy
10,571
+1,636
+18% +$306K 0.69% 46
2021
Q4 		$1.66M Buy
8,935
+531
+6% +$95.5K 0.6% 58
2021
Q3 		$1.49M Buy
8,404
+1,313
+19% +$234K 0.6% 52
2021
Q2 		$1.24M Buy
7,091
+1,674
+31% +$275K 0.53% 65
2021
Q1 		$835K Buy
5,417
+1,728
+47% +$261K 0.43% 87
2020
Q4 		$570K Buy
3,689
+390
+12% +$54.5K 0.34% 106
2020
Q3 		$437K Buy
3,299
+206
+7% +$26.8K 0.33% 110
2020
Q2 		$389K Buy
3,093
+485
+19% +$60.1K 0.31% 123
2020
Q1 		$313K Buy
2,608
+187
+8% +$25K 0.32% 106
2019
Q4 		$340K Buy
2,421
+551
+29% +$77K 0.26% 123
2019
Q3 		$251K Buy
1,870
+2
+0.1% +$262 0.21% 137
2019
Q2 		$232K Buy
+1,868
New +$228K 0.2% 137

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wambolt & Associates's TM Position: Q2 2025 in Review

Wambolt & Associates reduced its Toyota (TM) stake by 19% in Q2 2025, selling an estimated $83.8K and leaving 1,986 shares worth $341K. The position accounts for 0.11% of the portfolio, ranked #139.

Wambolt & Associates first reported a position in TM in Q2 2019 and has held it in 25 quarters since. The position peaked at $1.91M in Q1 2022. 594 funds tracked by Wall St. Rank hold TM as of Q2 2025.

  • Wambolt & Associates held 1,986 shares of Toyota worth $341K as of Q2 2025.
  • Wambolt & Associates sold 463 Toyota shares in Q2 2025, an estimated $83.8K.
  • Toyota made up 0.11% of Wambolt & Associates's portfolio in Q2 2025, its #139 holding.
  • Wambolt & Associates first reported a position in Toyota in Q2 2019 and has held it in 25 quarters since.
  • Wambolt & Associates's Toyota position peaked at $1.91M in Q1 2022.
  • 594 funds tracked by Wall St. Rank held Toyota as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.