Caldwell Sutter Capital’s Toyota TM Stock Holding History

Caldwell Sutter Capital’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	$27.4K	Buy	133 +17	+15%	+$3.84K	0.01%	444
2025 Q4	$24.8K	Hold	116	–	–	0.01%	451
2025 Q3	$22.2K	Buy	116 +5	+5%	+$942	0.01%	461
2025 Q2	$19.1K	Sell	111 -16	-13%	-$2.89K	0.01%	467
2025 Q1	$22.4K	Hold	127	–	–	0.01%	447
2024 Q4	$24.7K	Hold	127	–	–	0.01%	449
2024 Q3	$22.7K	Hold	127	–	–	0.01%	470
2024 Q2	$26K	Hold	127	–	–	0.01%	443
2024 Q1	$32K	Buy	127 +5	+4%	+$1.11K	0.02%	402
2023 Q4	$22.4K	Hold	122	–	–	0.01%	450
2023 Q3	$21.9K	Hold	122	–	–	0.01%	429
2023 Q2	$19.6K	Buy	122 +22	+22%	+$3.17K	0.01%	444
2023 Q1	$14.2K	Buy	+100	New	+$14.1K	0.01%	370

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