Cornerstone Planning Group’s Toyota TM Stock Holding History

Cornerstone Planning Group’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	$35.3K	Buy	186 +11	+6%	+$2.49K	﹤0.01%	492
2025 Q4	$38.3K	Buy	175 +48	+38%	+$9.74K	0.01%	411
2025 Q3	$6.87K	Buy	127 +35	+38%	+$6.6K	﹤0.01%	866
2025 Q2	$16.7K	Buy	92 +9	+11%	+$1.63K	﹤0.01%	451
2025 Q1	$15.1K	Buy	83 +3	+4%	+$558	﹤0.01%	466
2024 Q4	$14.9K	Buy	80 +21	+36%	+$3.69K	﹤0.01%	355
2024 Q3	$10.4K	Buy	59 +23	+64%	+$4.3K	﹤0.01%	408
2024 Q2	$6.06K	Buy	36 +33	+1,100%	+$7.3K	﹤0.01%	533
2024 Q1	$699	Buy	3 +1	+50%	+$221	﹤0.01%	855
2023 Q4	$367	Sell	2 -8	-80%	-$1.46K	﹤0.01%	810
2023 Q3	$1.8K	Buy	10 +5	+100%	+$854	﹤0.01%	685
2023 Q2	$804	Buy	+5	New	+$719	﹤0.01%	1402
2022 Q4	$12.4K	Buy	+86	New	+$12K	0.01%	573

Other funds holding TM

Fisher Asset Management

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 $761B AUM 31.28% 1-Year Est. Return

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

Fidelity Investments

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Bank of America

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

American Century Companies

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

Stifel Financial

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

Natixis Advisors

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