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Wedmont Private Capital’s Toyota TM Stock Holding History

Wedmont Private Capital’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
Q3 		$288K Sell
1,548
-70
-4% -$13.1K 0.01% 793
2026
Q2 		$285K Sell
1,618
-650
-29% -$123K 0.01% 757
2026
Q1 		$488K Sell
2,268
-104
-4% -$23.5K 0.02% 502
2025
Q4 		$506K Buy
2,372
+134
+6% +$27.2K 0.02% 466
2025
Q3 		$447K Sell
2,238
-24
-1% -$4.52K 0.02% 493
2025
Q2 		$386K Buy
2,262
+26
+1% +$4.7K 0.02% 500
2025
Q1 		$379K Sell
2,236
-10
-0.4% -$1.86K 0.02% 451
2024
Q4 		$412K Buy
2,246
+92
+4% +$16.2K 0.02% 444
2024
Q3 		$382K Buy
2,154
+110
+5% +$20.5K 0.02% 442
2024
Q2 		$424K Buy
2,044
+206
+11% +$45.6K 0.03% 385
2024
Q1 		$454K Buy
1,838
+246
+15% +$54.4K 0.03% 342
2023
Q4 		$299K Buy
+1,592
New +$290K 0.02% 432

Other funds holding TM

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

Wedmont Private Capital's TM Position: Q3 2026 in Review

Wedmont Private Capital reduced its Toyota (TM) stake by 4.3% in Q3 2026, selling an estimated $13.1K and leaving 1,548 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #793.

Wedmont Private Capital first reported a position in TM in Q4 2023 and has held it in 12 quarters since. The position peaked at $506K in Q4 2025. 29 funds tracked by Wall St. Rank hold TM as of Q3 2026.

  • Wedmont Private Capital held 1,548 shares of Toyota worth $288K as of Q3 2026.
  • Wedmont Private Capital sold 70 Toyota shares in Q3 2026, an estimated $13.1K.
  • Toyota made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #793 holding.
  • Wedmont Private Capital first reported a position in Toyota in Q4 2023 and has held it in 12 quarters since.
  • Wedmont Private Capital's Toyota position peaked at $506K in Q4 2025.
  • 29 funds tracked by Wall St. Rank held Toyota as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.