Addison Advisors’s Toyota TM Stock Holding History

Addison 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 Q1	$90.9K	Sell	441 -32	-7%	-$7.23K	0.02%	336
2025 Q4	$101K	Buy	473 +1	+0.2%	+$203	0.02%	313
2025 Q3	$90.2K	Buy	472 +43	+10%	+$8.11K	0.02%	329
2025 Q2	$73.9K	Sell	429 -362	-46%	-$65.5K	0.02%	350
2025 Q1	$140K	Buy	791 +13	+2%	+$2.42K	0.04%	254
2024 Q4	$151K	Sell	778 -15	-2%	-$2.64K	0.04%	242
2024 Q3	$142K	Sell	793 -2	-0.3%	-$374	0.04%	262
2024 Q2	$163K	Sell	795 -5	-0.6%	-$1.11K	0.05%	229
2024 Q1	$201K	Buy	800 +39	+5%	+$8.63K	0.07%	184
2023 Q4	$140K	Sell	761 -328	-30%	-$59.8K	0.05%	230
2023 Q3	$196K	Buy	1,089 +86	+9%	+$14.7K	0.09%	157
2023 Q2	$161K	Buy	1,003 +17	+2%	+$2.45K	0.08%	182
2023 Q1	$140K	Sell	986 -12	-1%	-$1.69K	0.08%	178
2022 Q4	$136K	Sell	998 -96	-9%	-$13.4K	0.08%	168
2022 Q3	$143K	Sell	1,094 -15	-1%	-$2.27K	0.09%	155
2022 Q2	$171K	Sell	1,109 -64	-5%	-$10.6K	0.1%	138
2022 Q1	$211K	Buy	1,173 +483	+70%	+$90.3K	0.12%	127
2021 Q4	$128K	Buy	690 +678	+5,650%	+$122K	0.08%	160
2021 Q3	$2K	Buy	12 +8	+200%	+$1.43K	﹤0.01%	388
2021 Q2	$1K	Buy	+4	New	+$657	﹤0.01%	392
2020 Q4	$2K	Buy	+14	New	+$1.96K	﹤0.01%	359

Other funds holding TM

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Natixis Advisors

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return