CT
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Coastline Trust’s Toyota TM Stock Holding History

Coastline Trust’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
Q3 		– Sell
-107
Closed -$18K – 389
2026
Q2 		$18K Hold
107
– – ﹤0.01% 327
2026
Q1 		$22.1K Sell
107
-22
-17% -$4.97K ﹤0.01% 320
2025
Q4 		$27.6K Hold
129
– – ﹤0.01% 308
2025
Q3 		$24.7K Hold
129
– – ﹤0.01% 302
2025
Q2 		$22.2K Hold
129
– – ﹤0.01% 307
2025
Q1 		$22.8K Hold
129
– – ﹤0.01% 306
2024
Q4 		$25.1K Buy
129
+26
+25% +$4.57K ﹤0.01% 315
2024
Q3 		$18.4K Buy
+103
New +$19.2K ﹤0.01% 343

Other funds holding TM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Coastline Trust's TM Position: Q3 2026 in Review

Coastline Trust sold out of Toyota (TM) in Q3 2026, closing a stake of 107 shares — an estimated $18K sold.

Coastline Trust first reported a position in TM in Q3 2024 and held it in 8 quarters. The position peaked at $27.6K in Q4 2025. 44 funds tracked by Wall St. Rank hold TM as of Q3 2026.

  • Coastline Trust reported no remaining Toyota position as of Q3 2026 after selling out during the quarter.
  • Coastline Trust sold 107 Toyota shares in Q3 2026, an estimated $18K.
  • Coastline Trust first reported a position in Toyota in Q3 2024 and held it in 8 quarters.
  • Coastline Trust's Toyota position peaked at $27.6K in Q4 2025.
  • 44 funds tracked by Wall St. Rank held Toyota as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.