AssetMark Inc
TM icon

AssetMark Inc’s Toyota TM Stock Holding History

AssetMark Inc’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 		$3.01M Sell
17,847
-2,533
-12% -$480K 0.01% 861
2026
Q1 		$4.2M Buy
20,380
+5,187
+34% +$1.17M 0.01% 711
2025
Q4 		$3.25M Buy
15,193
+2,512
+20% +$510K 0.01% 748
2025
Q3 		$2.42M Buy
12,681
+621
+5% +$117K 0.01% 766
2025
Q2 		$2.08M Buy
12,060
+800
+7% +$145K ﹤0.01% 757
2025
Q1 		$1.99M Sell
11,260
-109
-1% -$20.3K 0.01% 725
2024
Q4 		$2.21M Buy
11,369
+595
+6% +$105K 0.01% 691
2024
Q3 		$1.92M Buy
10,774
+627
+6% +$117K 0.01% 659
2024
Q2 		$2.08M Buy
10,147
+10,106
+24,649% +$2.24M 0.01% 606
2024
Q1 		$10.4K Sell
41
-493
-92% -$109K ﹤0.01% 1372
2023
Q4 		$97.9K Buy
+534
New +$97.4K ﹤0.01% 1040
2023
Q1 		– Sell
-10
Closed -$1.37K – 1703
2022
Q4 		$1.37K Hold
10
– – ﹤0.01% 1462
2022
Q3 		$1K Hold
10
– – ﹤0.01% 1485
2022
Q2 		$2K Hold
10
– – ﹤0.01% 1393
2022
Q1 		$2K Sell
10
-19
-66% -$3.55K ﹤0.01% 1443
2021
Q4 		$5K Sell
29
-15
-34% -$2.7K ﹤0.01% 1249
2021
Q3 		$8K Buy
44
+27
+159% +$4.82K ﹤0.01% 1084
2021
Q2 		$3K Sell
17
-115
-87% -$18.9K ﹤0.01% 1173
2021
Q1 		$21K Sell
132
-2,514
-95% -$380K ﹤0.01% 863
2020
Q4 		$409K Sell
2,646
-382
-13% -$53.4K ﹤0.01% 459
2020
Q3 		$401K Sell
3,028
-1,453
-32% -$189K ﹤0.01% 433
2020
Q2 		$563K Sell
4,481
-2,853
-39% -$354K ﹤0.01% 373
2020
Q1 		$880K Sell
7,334
-843
-10% -$113K 0.01% 329
2019
Q4 		$1.15M Sell
8,177
-2,391
-23% -$334K 0.01% 338
2019
Q3 		$1.42M Buy
10,568
+8,885
+528% +$1.16M 0.01% 294
2019
Q2 		$209K Buy
1,683
+103
+7% +$12.6K ﹤0.01% 452
2019
Q1 		$186K Buy
1,580
+1,552
+5,543% +$188K ﹤0.01% 456
2018
Q4 		$3K Sell
28
-2
-7% -$237 ﹤0.01% 1182
2018
Q3 		$4K Buy
30
+14
+88% +$1.77K ﹤0.01% 1206
2018
Q2 		$2K Sell
16
-11
-41% -$1.45K ﹤0.01% 1282
2018
Q1 		$4K Sell
27
-165
-86% -$22.1K ﹤0.01% 1195
2017
Q4 		$24K Sell
192
-10
-5% -$1.25K ﹤0.01% 976
2017
Q3 		$24K Sell
202
-108,164
-100% -$12.3M ﹤0.01% 890
2017
Q2 		$11.4M Buy
108,366
+9,115
+9% +$974K 0.14% 132
2017
Q1 		$10.8M Buy
99,251
+8,602
+9% +$987K 0.14% 132
2016
Q4 		$10.6M Buy
90,649
+1,255
+1% +$146K 0.16% 127
2016
Q3 		$10.4M Sell
89,394
-25,688
-22% -$2.94M 0.16% 122
2016
Q2 		$11.5M Buy
115,082
+6,557
+6% +$674K 0.19% 108
2016
Q1 		$11.5M Buy
108,525
+13,466
+14% +$1.49M 0.2% 100
2015
Q4 		$11.7M Buy
95,059
+21,838
+30% +$2.7M 0.22% 98
2015
Q3 		$8.59M Buy
73,221
+54,519
+292% +$6.84M 0.18% 88
2015
Q2 		$2.5M Sell
18,702
-1,035
-5% -$143K 0.05% 160
2015
Q1 		$2.76M Sell
19,737
-896
-4% -$120K 0.06% 147
2014
Q4 		$2.59M Buy
20,633
+6,293
+44% +$756K 0.06% 167
2014
Q3 		$1.69M Sell
14,340
-770
-5% -$90.7K 0.04% 227
2014
Q2 		$1.81M Sell
15,110
-5,750
-28% -$640K 0.04% 219
2014
Q1 		$2.35M Sell
20,860
-1,090
-5% -$126K 0.06% 135
2013
Q4 		$2.68M Sell
21,950
-1,807
-8% -$227K 0.06% 141
2013
Q3 		$3.04M Buy
+23,757
New +$3.02M 0.08% 139

Other funds holding TM

MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return

AssetMark Inc's TM Position: Q2 2026 in Review

AssetMark Inc reduced its Toyota (TM) stake by 12% in Q2 2026, selling an estimated $480K and leaving 17,847 shares worth $3.01M. The position accounts for 0.01% of the portfolio, ranked #861.

AssetMark Inc first reported a position in TM in Q3 2013 and has held it in 49 quarters since. The position peaked at $11.7M in Q4 2015. 257 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • AssetMark Inc held 17,847 shares of Toyota worth $3.01M as of Q2 2026.
  • AssetMark Inc sold 2,533 Toyota shares in Q2 2026, an estimated $480K.
  • Toyota made up 0.01% of AssetMark Inc's portfolio in Q2 2026, its #861 holding.
  • AssetMark Inc first reported a position in Toyota in Q3 2013 and has held it in 49 quarters since.
  • AssetMark Inc's Toyota position peaked at $11.7M in Q4 2015.
  • 257 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.