CAI
TM icon

Capital Advisors Inc’s Toyota TM Stock Holding History

Capital Advisors Inc’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 		$225K Buy
1,334
+17
+1% +$3.22K ﹤0.01% 338
2026
Q1 		$271K Buy
1,317
+4
+0.3% +$904 ﹤0.01% 306
2025
Q4 		$281K Buy
1,313
+32
+2% +$6.49K ﹤0.01% 273
2025
Q3 		$245K Buy
1,281
+10
+0.8% +$1.89K ﹤0.01% 292
2025
Q2 		$219K Buy
1,271
+34
+3% +$6.15K ﹤0.01% 300
2025
Q1 		$218K Buy
1,237
+200
+19% +$37.2K ﹤0.01% 292
2024
Q4 		$202K Buy
+1,037
New +$182K ﹤0.01% 296

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

Capital Advisors Inc's TM Position: Q2 2026 in Review

Capital Advisors Inc increased its Toyota (TM) stake by 1.3% in Q2 2026, buying an estimated $3.22K and bringing the position to 1,334 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #338.

Capital Advisors Inc first reported a position in TM in Q4 2024 and has held it in 7 quarters since. The position peaked at $281K in Q4 2025. 640 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Capital Advisors Inc held 1,334 shares of Toyota worth $225K as of Q2 2026.
  • Capital Advisors Inc bought 17 Toyota shares in Q2 2026, an estimated $3.22K.
  • Toyota made up ﹤0.01% of Capital Advisors Inc's portfolio in Q2 2026, its #338 holding.
  • Capital Advisors Inc first reported a position in Toyota in Q4 2024 and has held it in 7 quarters since.
  • Capital Advisors Inc's Toyota position peaked at $281K in Q4 2025.
  • 640 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.