Capital Performance Advisors’s Toyota TM Stock Holding History

Capital Performance Advisors’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 Q1	–	Sell	-982	Closed	-$210K	–	511
2025 Q4	$210K	Buy	+982	New	+$199K	0.01%	414
2024 Q4	–	Sell	-7	Closed	-$1.25K	–	2451
2024 Q3	$1.25K	Buy	+7	New	+$1.31K	﹤0.01%	1798

Other funds holding TM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Capital Performance Advisors's TM Position: Q1 2026 in Review

Capital Performance Advisors sold out of Toyota (TM) in Q1 2026, closing a stake of 982 shares — an estimated $210K sold.

Capital Performance Advisors first reported a position in TM in Q3 2024 and held it in 2 quarters. The position peaked at $210K in Q4 2025. 694 funds tracked by Wall St. Rank hold TM as of Q1 2026.

Capital Performance Advisors reported no remaining Toyota position as of Q1 2026 after selling out during the quarter.
Capital Performance Advisors sold 982 Toyota shares in Q1 2026, an estimated $210K.
Capital Performance Advisors first reported a position in Toyota in Q3 2024 and held it in 2 quarters.
Capital Performance Advisors's Toyota position peaked at $210K in Q4 2025.
694 funds tracked by Wall St. Rank held Toyota as of Q1 2026.

Based on Capital Performance Advisors's 13F filing for Q1 2026, filed 7 May 2026.