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Bruce G. Allen Investments’s Toyota TM Stock Holding History

Bruce G. Allen Investments’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 		$91.3K Sell
542
-34
-6% -$6.44K 0.06% 166
2026
Q1 		$119K Buy
576
+56
+11% +$12.7K 0.08% 135
2025
Q4 		$111K Buy
520
+11
+2% +$2.23K 0.08% 144
2025
Q3 		$97.3K Sell
509
-127
-20% -$23.9K 0.07% 165
2025
Q2 		$110K Buy
636
+32
+5% +$5.79K 0.08% 142
2025
Q1 		$107K Buy
604
+149
+33% +$27.7K 0.08% 132
2024
Q4 		$88.5K Buy
455
+27
+6% +$4.75K 0.07% 160
2024
Q3 		$76.4K Sell
428
-19
-4% -$3.55K 0.06% 186
2024
Q2 		$91.6K Sell
447
-13
-3% -$2.88K 0.08% 157
2024
Q1 		$116K Sell
460
-9
-2% -$1.99K 0.1% 136
2023
Q4 		$86K Buy
+469
New +$85.5K 0.08% 168

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bruce G. Allen Investments's TM Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Toyota (TM) stake by 5.9% in Q2 2026, selling an estimated $6.44K and leaving 542 shares worth $91.3K. The position accounts for 0.06% of the portfolio, ranked #166.

Bruce G. Allen Investments first reported a position in TM in Q4 2023 and has held it in 11 quarters since. The position peaked at $119K in Q1 2026. 644 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Bruce G. Allen Investments held 542 shares of Toyota worth $91.3K as of Q2 2026.
  • Bruce G. Allen Investments sold 34 Toyota shares in Q2 2026, an estimated $6.44K.
  • Toyota made up 0.06% of Bruce G. Allen Investments's portfolio in Q2 2026, its #166 holding.
  • Bruce G. Allen Investments first reported a position in Toyota in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Toyota position peaked at $119K in Q1 2026.
  • 644 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.