Costello Asset Management’s Toyota TM Stock Holding History

Costello Asset 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	$70.7K	Hold	420	–	–	0.02%	206
2026 Q1	$86.6K	Hold	420	–	–	0.03%	177
2025 Q4	$89.9K	Hold	420	–	–	0.03%	159
2025 Q3	$80.3K	Sell	420 -50	-11%	-$9.43K	0.03%	176
2025 Q2	$81K	Sell	470 -30	-6%	-$5.43K	0.03%	173
2025 Q1	$88.3K	Buy	500 +470	+1,567%	+$87.5K	0.04%	163
2024 Q4	$5.84K	Hold	30	–	–	﹤0.01%	164
2024 Q3	$5.36K	Buy	+30	New	+$5.6K	﹤0.01%	167

Other funds holding TM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Costello Asset Management's TM Position: Q2 2026 in Review

Costello Asset Management held its Toyota (TM) position steady in Q2 2026 at 420 shares worth $70.7K. The position accounts for 0.02% of the portfolio, ranked #206.

Costello Asset Management first reported a position in TM in Q3 2024 and has held it in 8 quarters since. The position peaked at $89.9K in Q4 2025. 642 funds tracked by Wall St. Rank hold TM as of Q2 2026.

Costello Asset Management held 420 shares of Toyota worth $70.7K as of Q2 2026.
Costello Asset Management left its Toyota share count unchanged in Q2 2026.
Toyota made up 0.02% of Costello Asset Management's portfolio in Q2 2026, its #206 holding.
Costello Asset Management first reported a position in Toyota in Q3 2024 and has held it in 8 quarters since.
Costello Asset Management's Toyota position peaked at $89.9K in Q4 2025.
642 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.