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Waverly Advisors’s Toyota TM Stock Holding History

Waverly 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 		$300K Buy
1,456
+127
+10% +$28.7K ﹤0.01% 1300
2025
Q4 		$284K Buy
1,329
+133
+11% +$27K ﹤0.01% 1235
2025
Q3 		$228K Sell
1,196
-181
-13% -$34.1K ﹤0.01% 1152
2025
Q2 		$237K Buy
1,377
+70
+5% +$12.7K ﹤0.01% 1066
2025
Q1 		$231K Buy
+1,307
New +$243K ﹤0.01% 1011
2014
Q4 		– Sell
-57
Closed -$7K – 654
2014
Q3 		$7K Hold
57
– – ﹤0.01% 565
2014
Q2 		$7K Buy
57
+9
+19% +$1K ﹤0.01% 531
2014
Q1 		$5K Sell
48
-4
-8% -$462 ﹤0.01% 563
2013
Q4 		$6K Buy
+52
New +$6.54K ﹤0.01% 652

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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

Waverly Advisors's TM Position: Q1 2026 in Review

Waverly Advisors increased its Toyota (TM) stake by 9.6% in Q1 2026, buying an estimated $28.7K and bringing the position to 1,456 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #1300.

Waverly Advisors first reported a position in TM in Q4 2013 and has held it in 9 quarters since. 694 funds tracked by Wall St. Rank hold TM as of Q1 2026.

  • Waverly Advisors held 1,456 shares of Toyota worth $300K as of Q1 2026.
  • Waverly Advisors bought 127 Toyota shares in Q1 2026, an estimated $28.7K.
  • Toyota made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1300 holding.
  • Waverly Advisors first reported a position in Toyota in Q4 2013 and has held it in 9 quarters since.
  • 694 funds tracked by Wall St. Rank held Toyota as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.