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Wealth Preservation Advisors’s Toyota TM Stock Holding History

Wealth Preservation 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 		– Sell
-12
Closed -$2.57K – 1180
2025
Q4 		$2.57K Hold
12
– – ﹤0.01% 481
2025
Q3 		$2.29K Hold
12
– – ﹤0.01% 479
2025
Q2 		$2.07K Buy
+12
New +$2.17K ﹤0.01% 482

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Wealth Preservation Advisors's TM Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of Toyota (TM) in Q1 2026, closing a stake of 12 shares — an estimated $2.57K sold.

Wealth Preservation Advisors first reported a position in TM in Q2 2025 and held it in 3 quarters. The position peaked at $2.57K in Q4 2025. 700 funds tracked by Wall St. Rank hold TM as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining Toyota position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 12 Toyota shares in Q1 2026, an estimated $2.57K.
  • Wealth Preservation Advisors first reported a position in Toyota in Q2 2025 and held it in 3 quarters.
  • Wealth Preservation Advisors's Toyota position peaked at $2.57K in Q4 2025.
  • 700 funds tracked by Wall St. Rank held Toyota as of Q1 2026.

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