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Capital Analysts LLC’s Toyota TM Stock Holding History

Capital Analysts LLC’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 		$372K Sell
2,211
-130
-6% -$24.6K 0.01% 553
2026
Q1 		$482K Sell
2,341
-72
-3% -$16.3K 0.01% 460
2025
Q4 		$517K Buy
2,413
+233
+11% +$47.3K 0.01% 418
2025
Q3 		$416K Buy
2,180
+38
+2% +$7.16K 0.01% 455
2025
Q2 		$369K Sell
2,142
-85
-4% -$15.4K 0.01% 433
2025
Q1 		$393K Buy
2,227
+70
+3% +$13K 0.01% 410
2024
Q4 		$420K Buy
2,157
+250
+13% +$44K 0.02% 360
2024
Q3 		$340K Buy
1,907
+595
+45% +$111K 0.01% 382
2024
Q2 		$269K Buy
1,312
+517
+65% +$114K 0.01% 415
2024
Q1 		$200K Buy
795
+329
+71% +$72.8K 0.01% 443
2023
Q4 		$85K Buy
466
+462
+11,550% +$84.2K ﹤0.01% 559
2023
Q3 		$1K Buy
+4
New +$683 ﹤0.01% 1151
2023
Q1 		– Sell
-48
Closed -$7K – 1077
2022
Q4 		$7K Buy
+48
New +$6.69K ﹤0.01% 883
2016
Q1 		– Sell
-6,771
Closed -$833K – 415
2015
Q4 		$833K Sell
6,771
-115
-2% -$14.2K 0.17% 114
2015
Q3 		$808K Sell
6,886
-569
-8% -$71.3K 0.15% 124
2015
Q2 		$997K Sell
7,455
-522
-7% -$72K 0.2% 105
2015
Q1 		$1.12M Buy
+7,977
New +$1.06M 0.23% 89

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 Analysts LLC's TM Position: Q2 2026 in Review

Capital Analysts LLC reduced its Toyota (TM) stake by 5.6% in Q2 2026, selling an estimated $24.6K and leaving 2,211 shares worth $372K. The position accounts for 0.01% of the portfolio, ranked #553.

Capital Analysts LLC first reported a position in TM in Q1 2015 and has held it in 17 quarters since. The position peaked at $1.12M in Q1 2015. 642 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Capital Analysts LLC held 2,211 shares of Toyota worth $372K as of Q2 2026.
  • Capital Analysts LLC sold 130 Toyota shares in Q2 2026, an estimated $24.6K.
  • Toyota made up 0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #553 holding.
  • Capital Analysts LLC first reported a position in Toyota in Q1 2015 and has held it in 17 quarters since.
  • Capital Analysts LLC's Toyota position peaked at $1.12M in Q1 2015.
  • 642 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.