Position in TM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$447,997
-$88,455 QoQ
Shares Held
2,660
+2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#289
of 639 holders
Holding Since
Dec 2022
15 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, 2026Lodestone Wealth Management LLC holds $1,462,940 across 8 Auto Manufacturers names. TM ranks #2 (30.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
2,233 | $939,199 | |
| 2 | TM |
Toyota Motor Corp/
This page
|
2,660 | $447,997 | |
| 3 | GM |
General Motors Co
|
587 | $45,245 | |
| 4 | HMC |
Honda Motor Co Ltd
|
561 | $15,208 | |
| 5 | F |
Ford Motor Co
|
908 | $12,621 | |
| 6 | RIVN |
Rivian Automotive, Inc. / DE
|
110 | $1,908 | |
| 7 | NIO |
NIO Inc.
|
150 | $759 | |
| 8 | WKHS |
Workhorse Group Inc.
|
1 | $3 |
All Filings in TM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $447,997 | 2,660 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $536,452 | 2,603 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $548,635 | 2,563 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $494,923 | 2,590 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $436,334 | 2,533 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $455,270 | 2,579 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $509,294 | 2,617 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $467,139 | 2,616 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $701,817 | 3,424 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $820,980 | 3,262 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $601,119 | 3,278 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $598,387 | 3,329 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $529,992 | 3,297 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $470,552 | 3,321 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $455,904 | 3,338 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||