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Cape Investment Advisory’s Toyota TM Stock Holding History

Cape Investment Advisory’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 		$1.68K Buy
+10
New +$1.89K ﹤0.01% 1264
2026
Q1 		– Sell
-26
Closed -$5.57K – 1108
2025
Q4 		$5.57K Buy
+26
New +$5.27K ﹤0.01% 879
2025
Q3 		– Sell
-49
Closed -$8.44K – 1166
2025
Q2 		$8.44K Hold
49
– – ﹤0.01% 665
2025
Q1 		$8.65K Hold
49
– – ﹤0.01% 633
2024
Q4 		$9.54K Hold
49
– – ﹤0.01% 596
2024
Q3 		$8.75K Hold
49
– – ﹤0.01% 589
2024
Q2 		$10K Hold
49
– – ﹤0.01% 522
2024
Q1 		$12.3K Sell
49
-33
-40% -$7.3K 0.01% 511
2023
Q4 		$15K Buy
82
+33
+67% +$6.02K 0.01% 585
2023
Q3 		$8.81K Hold
49
– – 0.01% 576
2023
Q2 		$7.88K Hold
49
– – ﹤0.01% 592
2023
Q1 		$6.94K Buy
+49
New +$6.89K ﹤0.01% 610

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

Cape Investment Advisory's TM Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Toyota (TM) in Q2 2026: 10 shares worth $1.68K. The stake represents ﹤0.01% of the portfolio and ranks #1264 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in TM as recently as Q4 2025.

Cape Investment Advisory first reported a position in TM in Q1 2023 and has held it in 12 quarters since. The position peaked at $15K in Q4 2023. 639 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Cape Investment Advisory held 10 shares of Toyota worth $1.68K as of Q2 2026.
  • Toyota was a new Cape Investment Advisory position in Q2 2026.
  • Toyota made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1264 holding.
  • Cape Investment Advisory first reported a position in Toyota in Q1 2023 and has held it in 12 quarters since.
  • Cape Investment Advisory's Toyota position peaked at $15K in Q4 2023.
  • 639 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.