CX Institutional’s Toyota TM Stock Holding History

CX Institutional’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	$19K	Hold	115	–	–	﹤0.01%	1189
2026 Q1	$24K	Sell	115 -6	-5%	-$1.36K	﹤0.01%	1097
2025 Q4	$26K	Buy	121 +6	+5%	+$1.22K	﹤0.01%	1075
2025 Q3	$22K	Buy	115 +110	+2,200%	+$20.7K	﹤0.01%	1083
2025 Q2	$1K	Hold	5	–	–	﹤0.01%	1205
2025 Q1	$1K	Buy	+5	New	+$931	﹤0.01%	1195
2022 Q3	–	Sell	-32	Closed	-$5K	–	1070
2022 Q2	$5K	Buy	+32	New	+$5.29K	﹤0.01%	1041

Other funds holding TM

MIM

Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return

QCM

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

YIH

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

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return

LOPW

Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

CCMINC

Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return

GIC

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CX Institutional's TM Position: Q2 2026 in Review

CX Institutional held its Toyota (TM) position steady in Q2 2026 at 115 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #1189.

CX Institutional first reported a position in TM in Q2 2022 and has held it in 7 quarters since. The position peaked at $26K in Q4 2025. 131 funds tracked by Wall St. Rank hold TM as of Q2 2026.

CX Institutional held 115 shares of Toyota worth $19K as of Q2 2026.
CX Institutional left its Toyota share count unchanged in Q2 2026.
Toyota made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1189 holding.
CX Institutional first reported a position in Toyota in Q2 2022 and has held it in 7 quarters since.
CX Institutional's Toyota position peaked at $26K in Q4 2025.
131 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.