Position in TM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$377,766
-$196,194 QoQ
Shares Held
2,243
-19.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#307
of 639 holders
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TM Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Sowell Financial Services LLC holds $22,745,304 across 8 Auto Manufacturers names. TM ranks #5 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
32,746 | $13,772,967 | |
| 2 | F |
Ford Motor Co
|
415,366 | $5,773,587 | |
| 3 | GM |
General Motors Co
|
22,839 | $1,760,430 | |
| 4 | RIVN |
Rivian Automotive, Inc. / DE
|
33,183 | $575,725 | |
| 5 | TM |
Toyota Motor Corp/
This page
|
2,243 | $377,766 | |
| 6 | NIO |
NIO Inc.
|
36,954 | $186,987 | |
| 7 | STLA |
Stellantis N.V.
|
25,971 | $149,073 | |
| 8 | LI |
Li Auto Inc.
|
12,672 | $148,769 |
All Filings in TM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $377,766 | 2,243 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $573,960 | 2,785 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $570,041 | 2,663 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $476,387 | 2,493 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $361,573 | 2,099 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $372,654 | 2,111 | Shares | Sole | 2025-04-17 | |
| 2021-03-31 | $218,796 | 1,402 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $197,076 | 1,275 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $159,855 | 1,207 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $154,524 | 1,230 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $145,979 | 1,217 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||