Apexium Financial’s Toyota TM Stock Holding History

Apexium Financial’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
2025 Q3	$842K	Sell	4,408 -4	-0.1%	-$754	0.04%	145
2025 Q2	$760K	Buy	4,412 +89	+2%	+$16.1K	0.04%	150
2025 Q1	$763K	Buy	4,323 +1	+0%	+$186	0.05%	144
2024 Q4	$841K	Hold	4,322	–	–	0.05%	119
2024 Q3	$772K	Hold	4,322	–	–	0.05%	111
2024 Q2	$886K	Hold	4,322	–	–	0.06%	98
2024 Q1	$1.09M	Hold	4,322	–	–	0.08%	88
2023 Q4	$793K	Hold	4,322	–	–	0.06%	143
2023 Q3	$777K	Hold	4,322	–	–	0.08%	97
2023 Q2	$695K	Hold	4,322	–	–	0.06%	112
2023 Q1	$612K	Hold	4,322	–	–	0.06%	116
2022 Q4	$590K	Hold	4,322	–	–	0.06%	118
2022 Q3	$563K	Hold	4,322	–	–	0.07%	111
2022 Q2	$666K	Hold	4,322	–	–	0.38%	45
2022 Q1	$801K	Hold	4,322	–	–	0.42%	37
2021 Q4	$801K	Hold	4,322	–	–	0.41%	37
2021 Q3	$768K	Buy	+4,322	New	+$771K	0.44%	38

Other funds holding TM

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Apexium Financial's TM Position: Q3 2025 in Review

Apexium Financial reduced its Toyota (TM) stake by 0.09% in Q3 2025, selling an estimated $754 and leaving 4,408 shares worth $842K. The position accounts for 0.04% of the portfolio, ranked #145.

Apexium Financial first reported a position in TM in Q3 2021 and has held it in 17 quarters since. The position peaked at $1.09M in Q1 2024. 624 funds tracked by Wall St. Rank hold TM as of Q3 2025.

Apexium Financial held 4,408 shares of Toyota worth $842K as of Q3 2025.
Apexium Financial sold 4 Toyota shares in Q3 2025, an estimated $754.
Toyota made up 0.04% of Apexium Financial's portfolio in Q3 2025, its #145 holding.
Apexium Financial first reported a position in Toyota in Q3 2021 and has held it in 17 quarters since.
Apexium Financial's Toyota position peaked at $1.09M in Q1 2024.
624 funds tracked by Wall St. Rank held Toyota as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.