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Callan Family Office’s Toyota TM Stock Holding History

Callan Family Office’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 		$3.21M Sell
19,030
-1,745
-8% -$331K 0.06% 272
2026
Q1 		$4.28M Buy
20,775
+206
+1% +$46.6K 0.1% 214
2025
Q4 		$4.4M Buy
20,569
+3,883
+23% +$788K 0.09% 211
2025
Q3 		$3.19M Sell
16,686
-2,328
-12% -$439K 0.1% 205
2025
Q2 		$3.28M Buy
19,014
+13,217
+228% +$2.39M 0.1% 211
2025
Q1 		$1.02M Sell
5,797
-2,288
-28% -$426K 0.08% 214
2024
Q4 		$1.57M Buy
+8,085
New +$1.42M 0.1% 175

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Callan Family Office's TM Position: Q2 2026 in Review

Callan Family Office reduced its Toyota (TM) stake by 8.4% in Q2 2026, selling an estimated $331K and leaving 19,030 shares worth $3.21M. The position accounts for 0.06% of the portfolio, ranked #272.

Callan Family Office first reported a position in TM in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.4M in Q4 2025. 644 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Callan Family Office held 19,030 shares of Toyota worth $3.21M as of Q2 2026.
  • Callan Family Office sold 1,745 Toyota shares in Q2 2026, an estimated $331K.
  • Toyota made up 0.06% of Callan Family Office's portfolio in Q2 2026, its #272 holding.
  • Callan Family Office first reported a position in Toyota in Q4 2024 and has held it in 7 quarters since.
  • Callan Family Office's Toyota position peaked at $4.4M in Q4 2025.
  • 644 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.