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Whipplewood Advisors’s Toyota TM Stock Holding History

Whipplewood 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
Q2 		$9.6K Sell
57
-255
-82% -$48.3K 0.01% 250
2026
Q1 		$64.3K Buy
312
+308
+7,700% +$69.6K 0.03% 235
2025
Q4 		$856 Buy
+4
New +$811 ﹤0.01% 426
2025
Q3 		– Sell
-446
Closed -$76.8K – 1073
2025
Q2 		$76.8K Sell
446
-71
-14% -$12.8K 0.04% 268
2025
Q1 		$84.2K Buy
517
+40
+8% +$7.44K 0.05% 243
2024
Q4 		$92.8K Buy
+477
New +$83.9K 0.05% 239

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

Whipplewood Advisors's TM Position: Q2 2026 in Review

Whipplewood Advisors reduced its Toyota (TM) stake by 82% in Q2 2026, selling an estimated $48.3K and leaving 57 shares worth $9.6K. The position accounts for 0.01% of the portfolio, ranked #250.

Whipplewood Advisors first reported a position in TM in Q4 2024 and has held it in 6 quarters since. The position peaked at $92.8K in Q4 2024. 640 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Whipplewood Advisors held 57 shares of Toyota worth $9.6K as of Q2 2026.
  • Whipplewood Advisors sold 255 Toyota shares in Q2 2026, an estimated $48.3K.
  • Toyota made up 0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #250 holding.
  • Whipplewood Advisors first reported a position in Toyota in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's Toyota position peaked at $92.8K in Q4 2024.
  • 640 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.