Cahill Financial Advisors’s Toyota TM Stock Holding History

Cahill Financial Advisors’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	$208K	Hold	1,233	–	–	0.02%	291
2026 Q1	$254K	Hold	1,233	–	–	0.03%	257
2025 Q4	$264K	Hold	1,233	–	–	0.03%	253
2025 Q3	$236K	Hold	1,233	–	–	0.03%	267
2025 Q2	$212K	Sell	1,233 -24	-2%	-$4.34K	0.03%	266
2025 Q1	$222K	Hold	1,257	–	–	0.03%	246
2024 Q4	$245K	Hold	1,257	–	–	0.03%	238
2024 Q3	$224K	Hold	1,257	–	–	0.03%	238
2024 Q2	$258K	Hold	1,257	–	–	0.04%	234
2024 Q1	$316K	Sell	1,257 -215	-15%	-$47.6K	0.04%	209
2023 Q4	$270K	Sell	1,472 -822	-36%	-$150K	0.04%	212
2023 Q3	$412K	Buy	2,294 +924	+67%	+$158K	0.07%	172
2023 Q2	$220K	Buy	+1,370	New	+$197K	0.04%	223
2021 Q4	–	Sell	-243	Closed	-$43K	–	720
2021 Q3	$43K	Buy	+243	New	+$43.4K	0.01%	354
2019 Q2	–	Sell	-1,958	Closed	-$232K	–	160
2019 Q1	$232K	Hold	1,958	–	–	0.1%	142
2018 Q4	$228K	Hold	1,958	–	–	0.11%	135
2018 Q3	$244K	Hold	1,958	–	–	0.11%	135
2018 Q2	$253K	Buy	+1,958	New	+$258K	0.12%	135

Other funds holding TM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Cahill Financial Advisors's TM Position: Q2 2026 in Review

Cahill Financial Advisors held its Toyota (TM) position steady in Q2 2026 at 1,233 shares worth $208K. The position accounts for 0.02% of the portfolio, ranked #291.

Cahill Financial Advisors first reported a position in TM in Q2 2018 and has held it in 18 quarters since. The position peaked at $412K in Q3 2023. 464 funds tracked by Wall St. Rank hold TM as of Q2 2026.

Cahill Financial Advisors held 1,233 shares of Toyota worth $208K as of Q2 2026.
Cahill Financial Advisors left its Toyota share count unchanged in Q2 2026.
Toyota made up 0.02% of Cahill Financial Advisors's portfolio in Q2 2026, its #291 holding.
Cahill Financial Advisors first reported a position in Toyota in Q2 2018 and has held it in 18 quarters since.
Cahill Financial Advisors's Toyota position peaked at $412K in Q3 2023.
464 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.