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Concurrent Investment Advisors’s Toyota TM Stock Holding History

Concurrent 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 		$454K Sell
2,695
-213
-7% -$40.3K ﹤0.01% 1454
2026
Q1 		$599K Buy
2,908
+835
+40% +$189K 0.01% 1122
2025
Q4 		$444K Buy
2,073
+345
+20% +$70K 0.01% 1200
2025
Q3 		$330K Sell
1,728
-83
-5% -$15.6K 0.01% 1110
2025
Q2 		$312K Sell
1,811
-9
-0.5% -$1.63K 0.01% 1052
2025
Q1 		$321K Buy
1,820
+384
+27% +$71.5K 0.01% 896
2024
Q4 		$280K Buy
1,436
+309
+27% +$54.4K 0.01% 859
2024
Q3 		$201K Sell
1,127
-77
-6% -$14.4K 0.01% 939
2024
Q2 		$247K Buy
1,204
+212
+21% +$46.9K 0.01% 799
2024
Q1 		$250K Buy
+992
New +$220K 0.01% 727

Other funds holding TM

MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Concurrent Investment Advisors reduced its Toyota (TM) stake by 7.3% in Q2 2026, selling an estimated $40.3K and leaving 2,695 shares worth $454K. The position accounts for ﹤0.01% of the portfolio, ranked #1454.

Concurrent Investment Advisors first reported a position in TM in Q1 2024 and has held it in 10 quarters since. The position peaked at $599K in Q1 2026. 195 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Concurrent Investment Advisors held 2,695 shares of Toyota worth $454K as of Q2 2026.
  • Concurrent Investment Advisors sold 213 Toyota shares in Q2 2026, an estimated $40.3K.
  • Toyota made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1454 holding.
  • Concurrent Investment Advisors first reported a position in Toyota in Q1 2024 and has held it in 10 quarters since.
  • Concurrent Investment Advisors's Toyota position peaked at $599K in Q1 2026.
  • 195 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.