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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
Q2 		$18K Sell
100
-86
-46% -$16.3K ﹤0.01% 704
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 $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 Planning Group's TM Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Toyota (TM) stake by 46% in Q2 2026, selling an estimated $16.3K and leaving 100 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #704.

Cornerstone Planning Group first reported a position in TM in Q4 2022 and has held it in 14 quarters since. The position peaked at $38.3K in Q4 2025. 642 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Cornerstone Planning Group held 100 shares of Toyota worth $18K as of Q2 2026.
  • Cornerstone Planning Group sold 86 Toyota shares in Q2 2026, an estimated $16.3K.
  • Toyota made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #704 holding.
  • Cornerstone Planning Group first reported a position in Toyota in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Toyota position peaked at $38.3K in Q4 2025.
  • 642 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.