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Wellington Shields Capital Management’s Toyota TM Stock Holding History

Wellington Shields Capital Management’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 		– Sell
-1,066
Closed -$220K – 346
2026
Q1 		$220K Hold
1,066
– – 0.03% 232
2025
Q4 		$228K Hold
1,066
– – 0.03% 230
2025
Q3 		$204K Buy
+1,066
New +$201K 0.03% 239
2025
Q1 		– Sell
-1,066
Closed -$207K – 329
2024
Q4 		$207K Buy
+1,066
New +$188K 0.04% 231
2024
Q3 		– Sell
-1,066
Closed -$218K – 323
2024
Q2 		$218K Hold
1,066
– – 0.04% 225
2024
Q1 		$268K Buy
+1,066
New +$236K 0.05% 210

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Wellington Shields Capital Management's TM Position: Q2 2026 in Review

Wellington Shields Capital Management sold out of Toyota (TM) in Q2 2026, closing a stake of 1,066 shares — an estimated $220K sold.

Wellington Shields Capital Management first reported a position in TM in Q1 2024 and held it in 6 quarters. The position peaked at $268K in Q1 2024. 640 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Wellington Shields Capital Management reported no remaining Toyota position as of Q2 2026 after selling out during the quarter.
  • Wellington Shields Capital Management sold 1,066 Toyota shares in Q2 2026, an estimated $220K.
  • Wellington Shields Capital Management first reported a position in Toyota in Q1 2024 and held it in 6 quarters.
  • Wellington Shields Capital Management's Toyota position peaked at $268K in Q1 2024.
  • 640 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Wellington Shields Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.