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Altrius Capital Management’s Toyota TM Stock Holding History

Altrius Capital 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
Q1 		$9.58M Sell
46,498
-1,280
-3% -$289K 1.91% 16
2025
Q4 		$10.2M Buy
47,778
+251
+0.5% +$50.9K 2.17% 6
2025
Q3 		$9.08M Buy
47,527
+2,123
+5% +$400K 2.07% 10
2025
Q2 		$7.82M Buy
45,404
+530
+1% +$95.9K 1.83% 23
2025
Q1 		$7.92M Buy
44,874
+704
+2% +$131K 1.93% 20
2024
Q4 		$8.6M Buy
44,170
+1,397
+3% +$246K 2.31% 2
2024
Q3 		$7.64M Buy
42,773
+4,274
+11% +$798K 1.91% 17
2024
Q2 		$7.89M Buy
38,499
+2,303
+6% +$509K 2.08% 8
2024
Q1 		$9.11M Buy
36,196
+2,678
+8% +$593K 2.3% 4
2023
Q4 		$6.15M Sell
33,518
-9,462
-22% -$1.73M 1.71% 24
2023
Q3 		$7.73M Sell
42,980
-917
-2% -$157K 2.29% 3
2023
Q2 		$7.06M Buy
43,897
+425
+1% +$61.2K 2.09% 10
2023
Q1 		$6.16M Buy
43,472
+5,760
+15% +$809K 1.88% 21
2022
Q4 		$5.15M Buy
37,712
+2,289
+6% +$319K 1.62% 24
2022
Q3 		$4.62M Buy
35,423
+9,140
+35% +$1.39M 1.76% 24
2022
Q2 		$4.05M Buy
+26,283
New +$4.34M 1.32% 37

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
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
BlackRock New York $5.72T 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

Altrius Capital Management's TM Position: Q1 2026 in Review

Altrius Capital Management reduced its Toyota (TM) stake by 2.7% in Q1 2026, selling an estimated $289K and leaving 46,498 shares worth $9.58M. The position accounts for 1.91% of the portfolio, ranked #16.

Altrius Capital Management first reported a position in TM in Q2 2022 and has held it in 16 quarters since. The position peaked at $10.2M in Q4 2025. 694 funds tracked by Wall St. Rank hold TM as of Q1 2026.

  • Altrius Capital Management held 46,498 shares of Toyota worth $9.58M as of Q1 2026.
  • Altrius Capital Management sold 1,280 Toyota shares in Q1 2026, an estimated $289K.
  • Toyota made up 1.91% of Altrius Capital Management's portfolio in Q1 2026, its #16 holding.
  • Altrius Capital Management first reported a position in Toyota in Q2 2022 and has held it in 16 quarters since.
  • Altrius Capital Management's Toyota position peaked at $10.2M in Q4 2025.
  • 694 funds tracked by Wall St. Rank held Toyota as of Q1 2026.

Based on Altrius Capital Management's 13F filing for Q1 2026, filed 5 May 2026.