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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
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

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

Wedmont Private Capital's TM Position: Q2 2026 in Review

Wedmont Private Capital reduced its Toyota (TM) stake by 29% in Q2 2026, selling an estimated $123K and leaving 1,618 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #757.

Wedmont Private Capital first reported a position in TM in Q4 2023 and has held it in 11 quarters since. The position peaked at $506K in Q4 2025. 187 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Wedmont Private Capital held 1,618 shares of Toyota worth $285K as of Q2 2026.
  • Wedmont Private Capital sold 650 Toyota shares in Q2 2026, an estimated $123K.
  • Toyota made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #757 holding.
  • Wedmont Private Capital first reported a position in Toyota in Q4 2023 and has held it in 11 quarters since.
  • Wedmont Private Capital's Toyota position peaked at $506K in Q4 2025.
  • 187 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.