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Caldwell Trust’s Toyota TM Stock Holding History

Caldwell Trust’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 		$26.2K Buy
127
+27
+27% +$6.1K ﹤0.01% 561
2025
Q4 		$21.4K Hold
100
– – ﹤0.01% 575
2025
Q3 		$19.1K Sell
100
-325
-76% -$61.3K ﹤0.01% 577
2025
Q2 		$73.2K Buy
425
+325
+325% +$58.8K 0.01% 407
2025
Q1 		$17.7K Hold
100
– – ﹤0.01% 576
2024
Q4 		$19.5K Hold
100
– – ﹤0.01% 554
2024
Q3 		$17.9K Hold
100
– – ﹤0.01% 565
2024
Q2 		$20.5K Hold
100
– – ﹤0.01% 542
2024
Q1 		$25.2K Hold
100
– – ﹤0.01% 533
2023
Q4 		$18.3K Hold
100
– – ﹤0.01% 554
2023
Q3 		$18K Hold
100
– – ﹤0.01% 555
2023
Q2 		$16.1K Hold
100
– – ﹤0.01% 587
2023
Q1 		$14.2K Sell
100
-62
-38% -$8.71K ﹤0.01% 589
2022
Q4 		$22.1K Buy
162
+62
+62% +$8.64K ﹤0.01% 524
2022
Q3 		$13K Sell
100
-50
-33% -$7.58K ﹤0.01% 573
2022
Q2 		$23.1K Hold
150
– – ﹤0.01% 526
2022
Q1 		$27K Hold
150
– – ﹤0.01% 533
2021
Q4 		$27.8K Hold
150
– – ﹤0.01% 531
2021
Q3 		$26.7K Hold
150
– – ﹤0.01% 527
2021
Q2 		$26.2K Hold
150
– – ﹤0.01% 533
2021
Q1 		$23.4K Hold
150
– – ﹤0.01% 534
2020
Q4 		$23.2K Hold
150
– – ﹤0.01% 519
2020
Q3 		$19.9K Sell
150
-25
-14% -$3.25K ﹤0.01% 534
2020
Q2 		$22K Hold
175
– – ﹤0.01% 532
2020
Q1 		$21K Hold
175
– – ﹤0.01% 546
2019
Q4 		$24.6K Buy
+175
New +$24.4K ﹤0.01% 561

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
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
BlackRock New York $5.72T 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

Caldwell Trust's TM Position: Q1 2026 in Review

Caldwell Trust increased its Toyota (TM) stake by 27% in Q1 2026, buying an estimated $6.1K and bringing the position to 127 shares worth $26.2K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

Caldwell Trust first reported a position in TM in Q4 2019 and has held it in 26 quarters since. The position peaked at $73.2K in Q2 2025. 695 funds tracked by Wall St. Rank hold TM as of Q1 2026.

  • Caldwell Trust held 127 shares of Toyota worth $26.2K as of Q1 2026.
  • Caldwell Trust bought 27 Toyota shares in Q1 2026, an estimated $6.1K.
  • Toyota made up ﹤0.01% of Caldwell Trust's portfolio in Q1 2026, its #561 holding.
  • Caldwell Trust first reported a position in Toyota in Q4 2019 and has held it in 26 quarters since.
  • Caldwell Trust's Toyota position peaked at $73.2K in Q2 2025.
  • 695 funds tracked by Wall St. Rank held Toyota as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.