Annis Gardner Whiting Capital Advisors’s Toyota TM Stock Holding History

Annis Gardner Whiting Capital 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	–	Sell	-140	Closed	-$28.9K	–	1159
2026 Q1	$28.9K	Buy	140 +113	+419%	+$25.5K	﹤0.01%	668
2025 Q4	$5.78K	Buy	27 +26	+2,600%	+$5.27K	﹤0.01%	850
2025 Q3	$192	Sell	1 -26	-96%	-$4.9K	﹤0.01%	1148
2025 Q2	$4.65K	Buy	+27	New	+$4.88K	﹤0.01%	862
2025 Q1	–	Sell	-1	Closed	-$195	–	820
2024 Q4	$195	Buy	+1	New	+$176	﹤0.01%	767
2024 Q3	–	Sell	-1	Closed	-$205	–	937
2024 Q2	$205	Hold	1	–	–	﹤0.01%	935
2024 Q1	$252	Hold	1	–	–	﹤0.01%	931
2023 Q4	$184	Hold	1	–	–	﹤0.01%	696
2023 Q3	$180	Buy	+1	New	+$171	﹤0.01%	673

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

Annis Gardner Whiting Capital Advisors's TM Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Toyota (TM) in Q2 2026, closing a stake of 140 shares — an estimated $28.9K sold.

Annis Gardner Whiting Capital Advisors first reported a position in TM in Q3 2023 and held it in 9 quarters. The position peaked at $28.9K in Q1 2026. 644 funds tracked by Wall St. Rank hold TM as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining Toyota position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 140 Toyota shares in Q2 2026, an estimated $28.9K.
Annis Gardner Whiting Capital Advisors first reported a position in Toyota in Q3 2023 and held it in 9 quarters.
Annis Gardner Whiting Capital Advisors's Toyota position peaked at $28.9K in Q1 2026.
644 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.