Cromwell Holdings’s Toyota TM Stock Holding History

Cromwell Holdings’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	$334K	Hold	1,983	–	–	0.15%	112
2026 Q1	$409K	Hold	1,983	–	–	0.23%	84
2025 Q4	$424K	Hold	1,983	–	–	0.23%	83
2025 Q3	$379K	Sell	1,983 -52	-3%	-$9.8K	0.2%	92
2025 Q2	$351K	Buy	2,035 +156	+8%	+$28.2K	0.21%	92
2025 Q1	$332K	Hold	1,879	–	–	0.21%	95
2024 Q4	$366K	Buy	1,879 +27	+1%	+$4.75K	0.21%	90
2024 Q3	$331K	Buy	1,852 +25	+1%	+$4.67K	0.21%	92
2024 Q2	$374K	Buy	+1,827	New	+$404K	0.22%	84

Other funds holding TM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

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 $59.6B AUM 29.42% 1-Year Est. Return

Alliance Private Wealth North Reading, Massachusetts $288M AUM

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return