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Cornerstone Financial Management’s Toyota TM Stock Holding History

Cornerstone Financial Management’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 		$16K Buy
95
+11
+13% +$2.08K 0.01% 325
2026
Q1 		$17.3K Buy
84
+12
+17% +$2.71K 0.02% 216
2025
Q4 		$15.4K Buy
+72
New +$14.6K 0.01% 219

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

Cornerstone Financial Management's TM Position: Q2 2026 in Review

Cornerstone Financial Management increased its Toyota (TM) stake by 13% in Q2 2026, buying an estimated $2.08K and bringing the position to 95 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #325.

Cornerstone Financial Management first reported a position in TM in Q4 2025 and has held it in 3 quarters since. The position peaked at $17.3K in Q1 2026. 640 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Cornerstone Financial Management held 95 shares of Toyota worth $16K as of Q2 2026.
  • Cornerstone Financial Management bought 11 Toyota shares in Q2 2026, an estimated $2.08K.
  • Toyota made up 0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #325 holding.
  • Cornerstone Financial Management first reported a position in Toyota in Q4 2025 and has held it in 3 quarters since.
  • Cornerstone Financial Management's Toyota position peaked at $17.3K in Q1 2026.
  • 640 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.