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Williams Jones Wealth Management’s Toyota TM Stock Holding History

Williams Jones Wealth 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
-1,070
Closed -$221K – 559
2026
Q1 		$221K Buy
1,070
+99
+10% +$22.4K ﹤0.01% 465
2025
Q4 		$208K Buy
+971
New +$197K ﹤0.01% 471
2024
Q2 		– Sell
-971
Closed -$244K – 551
2024
Q1 		$244K Buy
+971
New +$215K ﹤0.01% 460

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

Williams Jones Wealth Management's TM Position: Q2 2026 in Review

Williams Jones Wealth Management sold out of Toyota (TM) in Q2 2026, closing a stake of 1,070 shares — an estimated $221K sold.

Williams Jones Wealth Management first reported a position in TM in Q1 2024 and held it in 3 quarters. The position peaked at $244K in Q1 2024. 644 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Williams Jones Wealth Management reported no remaining Toyota position as of Q2 2026 after selling out during the quarter.
  • Williams Jones Wealth Management sold 1,070 Toyota shares in Q2 2026, an estimated $221K.
  • Williams Jones Wealth Management first reported a position in Toyota in Q1 2024 and held it in 3 quarters.
  • Williams Jones Wealth Management's Toyota position peaked at $244K in Q1 2024.
  • 644 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.