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 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 $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