Bard Financial Services’s Toyota TM Stock Holding History

Bard Financial Services’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	$311K	Hold	1,625	–	–	0.03%	171
2025 Q2	$280K	Hold	1,625	–	–	0.03%	175
2025 Q1	$287K	Hold	1,625	–	–	0.04%	180
2024 Q4	$316K	Hold	1,625	–	–	0.04%	170
2024 Q3	$290K	Hold	1,625	–	–	0.03%	179
2024 Q2	$333K	Hold	1,625	–	–	0.03%	176
2024 Q1	$409K	Buy	1,625 +125	+8%	+$27.7K	0.04%	168
2023 Q4	$275K	Hold	1,500	–	–	0.03%	196
2023 Q3	$270K	Hold	1,500	–	–	0.03%	187
2023 Q2	$241K	Hold	1,500	–	–	0.02%	273
2023 Q1	$213K	Hold	1,500	–	–	0.02%	295
2022 Q4	$205K	Buy	+1,500	New	+$209K	0.02%	279
2022 Q3	–	Sell	-1,500	Closed	-$231K	–	298
2022 Q2	$231K	Hold	1,500	–	–	0.02%	259
2022 Q1	$270K	Hold	1,500	–	–	0.02%	253
2021 Q4	$278K	Hold	1,500	–	–	0.02%	245
2021 Q3	$267K	Hold	1,500	–	–	0.02%	235
2021 Q2	$262K	Hold	1,500	–	–	0.02%	233
2021 Q1	$234K	Hold	1,500	–	–	0.02%	233
2020 Q4	$232K	Buy	+1,500	New	+$210K	0.02%	233

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 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

Bard Financial Services's TM Position: Q3 2025 in Review

Bard Financial Services held its Toyota (TM) position steady in Q3 2025 at 1,625 shares worth $311K. The position accounts for 0.03% of the portfolio, ranked #171.

Bard Financial Services first reported a position in TM in Q4 2020 and has held it in 19 quarters since. The position peaked at $409K in Q1 2024. 625 funds tracked by Wall St. Rank hold TM as of Q3 2025.

Bard Financial Services held 1,625 shares of Toyota worth $311K as of Q3 2025.
Bard Financial Services left its Toyota share count unchanged in Q3 2025.
Toyota made up 0.03% of Bard Financial Services's portfolio in Q3 2025, its #171 holding.
Bard Financial Services first reported a position in Toyota in Q4 2020 and has held it in 19 quarters since.
Bard Financial Services's Toyota position peaked at $409K in Q1 2024.
625 funds tracked by Wall St. Rank held Toyota as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.