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Callan Capital’s Toyota TM Stock Holding History

Callan 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
2025
Q1 		$1.22M Buy
6,937
+1,012
+17% +$188K 0.09% 104
2024
Q4 		$1.15M Buy
5,925
+1,688
+40% +$297K 0.08% 99
2024
Q3 		$757K Buy
4,237
+84
+2% +$15.7K 0.05% 133
2024
Q2 		$851K Buy
4,153
+321
+8% +$71K 0.07% 120
2024
Q1 		$964K Buy
3,832
+1,446
+61% +$320K 0.08% 100
2023
Q4 		$438K Buy
+2,386
New +$435K 0.04% 135

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Callan Capital's TM Position: Q1 2025 in Review

Callan Capital increased its Toyota (TM) stake by 17% in Q1 2025, buying an estimated $188K and bringing the position to 6,937 shares worth $1.22M. The position accounts for 0.09% of the portfolio, ranked #104.

Callan Capital first reported a position in TM in Q4 2023 and has held it in 6 quarters since. 610 funds tracked by Wall St. Rank hold TM as of Q1 2025.

  • Callan Capital held 6,937 shares of Toyota worth $1.22M as of Q1 2025.
  • Callan Capital bought 1,012 Toyota shares in Q1 2025, an estimated $188K.
  • Toyota made up 0.09% of Callan Capital's portfolio in Q1 2025, its #104 holding.
  • Callan Capital first reported a position in Toyota in Q4 2023 and has held it in 6 quarters since.
  • 610 funds tracked by Wall St. Rank held Toyota as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.