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Choate Investment Advisors’s Toyota TM Stock Holding History

Choate Investment 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
Q2 		$294K Sell
1,745
-4
-0.2% -$758 0.01% 400
2026
Q1 		$360K Buy
1,749
+30
+2% +$6.78K 0.01% 351
2025
Q4 		$368K Hold
1,719
– – 0.01% 349
2025
Q3 		$328K Sell
1,719
-2,746
-62% -$518K 0.01% 346
2025
Q2 		$769K Buy
4,465
+2,750
+160% +$497K 0.02% 223
2025
Q1 		$303K Buy
1,715
+66
+4% +$12.3K 0.01% 324
2024
Q4 		$321K Buy
+1,649
New +$290K 0.01% 319

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

Choate Investment Advisors's TM Position: Q2 2026 in Review

Choate Investment Advisors reduced its Toyota (TM) stake by 0.23% in Q2 2026, selling an estimated $758 and leaving 1,745 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #400.

Choate Investment Advisors first reported a position in TM in Q4 2024 and has held it in 7 quarters since. The position peaked at $769K in Q2 2025. 640 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Choate Investment Advisors held 1,745 shares of Toyota worth $294K as of Q2 2026.
  • Choate Investment Advisors sold 4 Toyota shares in Q2 2026, an estimated $758.
  • Toyota made up 0.01% of Choate Investment Advisors's portfolio in Q2 2026, its #400 holding.
  • Choate Investment Advisors first reported a position in Toyota in Q4 2024 and has held it in 7 quarters since.
  • Choate Investment Advisors's Toyota position peaked at $769K in Q2 2025.
  • 640 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.