Asset Dedication LLC’s Toyota TM Stock Holding History

Asset Dedication LLC’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	$34.5K	Buy	205 +47	+30%	+$8.9K	﹤0.01%	559
2026 Q1	$32.6K	Sell	158 -173	-52%	-$39.1K	﹤0.01%	551
2025 Q4	$70.9K	Hold	331	–	–	﹤0.01%	445
2025 Q3	$63.3K	Sell	331 -6	-2%	-$1.13K	﹤0.01%	485
2025 Q2	$58.1K	Hold	337	–	–	﹤0.01%	496
2025 Q1	$59.5K	Buy	337 +119	+55%	+$22.1K	﹤0.01%	457
2024 Q4	$42.4K	Hold	218	–	–	﹤0.01%	506
2024 Q3	$38.9K	Hold	218	–	–	﹤0.01%	550
2024 Q2	$44.7K	Buy	218 +118	+118%	+$26.1K	﹤0.01%	512
2024 Q1	$25K	Buy	+100	New	+$22.1K	﹤0.01%	547
2020 Q1	–	Sell	-24	Closed	-$3K	–	803
2019 Q4	$3K	Buy	+24	New	+$3.35K	﹤0.01%	600

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

Asset Dedication LLC's TM Position: Q2 2026 in Review

Asset Dedication LLC increased its Toyota (TM) stake by 30% in Q2 2026, buying an estimated $8.9K and bringing the position to 205 shares worth $34.5K. The position accounts for ﹤0.01% of the portfolio, ranked #559.

Asset Dedication LLC first reported a position in TM in Q4 2019 and has held it in 11 quarters since. The position peaked at $70.9K in Q4 2025. 639 funds tracked by Wall St. Rank hold TM as of Q2 2026.

Asset Dedication LLC held 205 shares of Toyota worth $34.5K as of Q2 2026.
Asset Dedication LLC bought 47 Toyota shares in Q2 2026, an estimated $8.9K.
Toyota made up ﹤0.01% of Asset Dedication LLC's portfolio in Q2 2026, its #559 holding.
Asset Dedication LLC first reported a position in Toyota in Q4 2019 and has held it in 11 quarters since.
Asset Dedication LLC's Toyota position peaked at $70.9K in Q4 2025.
639 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.