American Trust Investment Advisors’s Toyota TM Stock Holding History

American Trust Investment 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 Q2	$596K	Hold	3,540	–	–	0.29%	50
2026 Q1	$730K	Buy	3,540 +1,830	+107%	+$414K	0.4%	45
2025 Q4	$366K	Hold	1,710	–	–	0.2%	55
2025 Q3	$327K	Hold	1,710	–	–	0.17%	58
2025 Q2	$295K	Hold	1,710	–	–	0.15%	69
2025 Q1	$302K	Hold	1,710	–	–	0.13%	90
2024 Q4	$333K	Hold	1,710	–	–	0.14%	90
2024 Q3	$305K	Sell	1,710 -70	-4%	-$13.1K	0.12%	99
2024 Q2	$365K	Hold	1,780	–	–	0.18%	67
2024 Q1	$448K	Hold	1,780	–	–	0.21%	58
2023 Q4	$326K	Sell	1,780 -425	-19%	-$77.5K	0.17%	69
2023 Q3	$396K	Hold	2,205	–	–	0.22%	58
2023 Q2	$354K	Buy	2,205 +360	+20%	+$51.8K	0.2%	61
2023 Q1	$261K	Hold	1,845	–	–	0.16%	72
2022 Q4	$252K	Buy	1,845 +55	+3%	+$7.67K	0.16%	70
2022 Q3	$233K	Hold	1,790	–	–	0.15%	68
2022 Q2	$276K	Hold	1,790	–	–	0.17%	65
2022 Q1	$323K	Hold	1,790	–	–	0.17%	67
2021 Q4	$332K	Sell	1,790 -25	-1%	-$4.5K	0.17%	68
2021 Q3	$323K	Sell	1,815 -290	-14%	-$51.8K	0.18%	68
2021 Q2	$368K	Hold	2,105	–	–	0.2%	61
2021 Q1	$329K	Hold	2,105	–	–	0.19%	65
2020 Q4	$325K	Hold	2,105	–	–	0.2%	61
2020 Q3	$279K	Hold	2,105	–	–	0.2%	57
2020 Q2	$264K	Hold	2,105	–	–	0.21%	50
2020 Q1	$252K	Hold	2,105	–	–	0.25%	47
2019 Q4	$296K	Hold	2,105	–	–	0.22%	55
2019 Q3	$283K	Sell	2,105 -400	-16%	-$52.4K	0.22%	52
2019 Q2	$311K	Buy	2,505 +495	+25%	+$60.4K	0.24%	49
2019 Q1	$237K	Sell	2,010 -10	-0.5%	-$1.21K	0.18%	63
2018 Q4	$234K	Hold	2,020	–	–	0.21%	60
2018 Q3	$251K	Hold	2,020	–	–	0.2%	65
2018 Q2	$260K	Hold	2,020	–	–	0.21%	62
2018 Q1	$263K	Hold	2,020	–	–	0.21%	61
2017 Q4	$257K	Hold	2,020	–	–	0.2%	67
2017 Q3	$241K	Hold	2,020	–	–	0.22%	62
2017 Q2	$212K	Hold	2,020	–	–	0.19%	74
2017 Q1	$219K	Hold	2,020	–	–	0.2%	66
2016 Q4	$237K	Buy	2,020 +40	+2%	+$4.66K	0.23%	58
2016 Q3	$230K	Buy	+1,980	New	+$227K	0.23%	60
2016 Q2	–	Sell	-2,030	Closed	-$216K	–	72
2016 Q1	$216K	Hold	2,030	–	–	0.22%	57
2015 Q4	$250K	Buy	2,030 +100	+5%	+$12.4K	0.28%	56
2015 Q3	$226K	Hold	1,930	–	–	0.26%	57
2015 Q2	$258K	Hold	1,930	–	–	0.26%	62
2015 Q1	$270K	Buy	1,930 +320	+20%	+$42.7K	0.27%	57
2014 Q4	$202K	Buy	+1,610	New	+$193K	0.21%	64

Other funds holding TM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

American Trust Investment Advisors's TM Position: Q2 2026 in Review

American Trust Investment Advisors held its Toyota (TM) position steady in Q2 2026 at 3,540 shares worth $596K. The position accounts for 0.29% of the portfolio, ranked #50.

American Trust Investment Advisors first reported a position in TM in Q4 2014 and has held it in 46 quarters since. The position peaked at $730K in Q1 2026. 644 funds tracked by Wall St. Rank hold TM as of Q2 2026.

American Trust Investment Advisors held 3,540 shares of Toyota worth $596K as of Q2 2026.
American Trust Investment Advisors left its Toyota share count unchanged in Q2 2026.
Toyota made up 0.29% of American Trust Investment Advisors's portfolio in Q2 2026, its #50 holding.
American Trust Investment Advisors first reported a position in Toyota in Q4 2014 and has held it in 46 quarters since.
American Trust Investment Advisors's Toyota position peaked at $730K in Q1 2026.
644 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on American Trust Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.