Aptus Capital Advisors’s Toyota TM Stock Holding History

Aptus 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 Q1	$345K	Sell	1,676 -45	-3%	-$10.2K	﹤0.01%	835
2025 Q4	$368K	Buy	1,721 +79	+5%	+$16K	﹤0.01%	827
2025 Q3	$314K	Buy	1,642 +14	+0.9%	+$2.64K	﹤0.01%	827
2025 Q2	$281K	Buy	1,628 +12	+0.7%	+$2.17K	﹤0.01%	843
2025 Q1	$285K	Sell	1,616 -210	-12%	-$39.1K	﹤0.01%	780
2024 Q4	$355K	Buy	+1,826	New	+$321K	﹤0.01%	728
2022 Q2	–	Sell	-42,033	Closed	-$7.58M	–	736
2022 Q1	$7.58M	Buy	42,033 +7,525	+22%	+$1.41M	0.23%	77
2021 Q4	$6.39M	Buy	34,508 +20,549	+147%	+$3.7M	0.22%	70
2021 Q3	$2.48M	Buy	+13,959	New	+$2.49M	0.1%	142

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