Burk Holdings’s Toyota TM Stock Holding History

Burk Holdings’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	–	Sell	-24	Closed	-$4.95K	–	688
2026 Q1	$4.95K	Buy	+24	New	+$5.42K	﹤0.01%	360

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

Burk Holdings's TM Position: Q2 2026 in Review

Burk Holdings sold out of Toyota (TM) in Q2 2026, closing a stake of 24 shares — an estimated $4.95K sold.

Burk Holdings first reported a position in TM in Q1 2026 and held it in 1 quarter. The position peaked at $4.95K in Q1 2026. 642 funds tracked by Wall St. Rank hold TM as of Q2 2026.

Burk Holdings reported no remaining Toyota position as of Q2 2026 after selling out during the quarter.
Burk Holdings sold 24 Toyota shares in Q2 2026, an estimated $4.95K.
Burk Holdings first reported a position in Toyota in Q1 2026 and held it in 1 quarter.
Burk Holdings's Toyota position peaked at $4.95K in Q1 2026.
642 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.