DCM
TM icon

Donaldson Capital Management’s Toyota TM Stock Holding History

Donaldson Capital 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
Q1 		$206K Sell
1,000
-6
-0.6% -$1.36K 0.01% 231
2025
Q4 		$215K Buy
+1,006
New +$204K 0.01% 227
2024
Q4 		– Sell
-1,128
Closed -$201K – 223
2024
Q3 		$201K Buy
1,128
+3
+0.3% +$560 0.01% 212
2024
Q2 		$231K Hold
1,125
– – 0.01% 203
2024
Q1 		$283K Buy
+1,125
New +$249K 0.01% 189
2022
Q2 		– Sell
-1,153
Closed -$208K – 255
2022
Q1 		$208K Hold
1,153
– – 0.01% 248
2021
Q4 		$214K Hold
1,153
– – 0.01% 253
2021
Q3 		$205K Hold
1,153
– – 0.01% 250
2021
Q2 		$202K Buy
+1,153
New +$189K 0.01% 248
2017
Q1 		– Sell
-2,400
Closed -$281K – 163
2016
Q4 		$281K Sell
2,400
-1,800
-43% -$210K 0.03% 122
2016
Q3 		$487K Sell
4,200
-125
-3% -$14.3K 0.06% 91
2016
Q2 		$432K Sell
4,325
-187
-4% -$19.2K 0.06% 95
2016
Q1 		$480K Sell
4,512
-350
-7% -$38.7K 0.07% 91
2015
Q4 		$598K Sell
4,862
-496
-9% -$61.3K 0.09% 84
2015
Q3 		$628K Sell
5,358
-500
-9% -$62.7K 0.09% 84
2015
Q2 		$784K Sell
5,858
-500
-8% -$68.9K 0.11% 76
2015
Q1 		$889K Sell
6,358
-319
-5% -$42.6K 0.13% 65
2014
Q4 		$838K Buy
6,677
+306
+5% +$36.8K 0.13% 71
2014
Q3 		$749K Sell
6,371
-1,162
-15% -$137K 0.12% 69
2014
Q2 		$901K Sell
7,533
-959
-11% -$107K 0.14% 64
2014
Q1 		$959K Sell
8,492
-93,934
-92% -$10.8M 0.17% 57
2013
Q4 		$12.5M Buy
102,426
+1,050
+1% +$132K 2.41% 22
2013
Q3 		$13M Buy
101,376
+2,309
+2% +$294K 2.75% 14
2013
Q2 		$12M Buy
+99,067
New +$11.6M 2.7% 16

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
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
BlackRock New York $5.72T 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

Donaldson Capital Management's TM Position: Q1 2026 in Review

Donaldson Capital Management reduced its Toyota (TM) stake by 0.6% in Q1 2026, selling an estimated $1.36K and leaving 1,000 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #231.

Donaldson Capital Management first reported a position in TM in Q2 2013 and has held it in 24 quarters since. The position peaked at $13M in Q3 2013. 694 funds tracked by Wall St. Rank hold TM as of Q1 2026.

  • Donaldson Capital Management held 1,000 shares of Toyota worth $206K as of Q1 2026.
  • Donaldson Capital Management sold 6 Toyota shares in Q1 2026, an estimated $1.36K.
  • Toyota made up 0.01% of Donaldson Capital Management's portfolio in Q1 2026, its #231 holding.
  • Donaldson Capital Management first reported a position in Toyota in Q2 2013 and has held it in 24 quarters since.
  • Donaldson Capital Management's Toyota position peaked at $13M in Q3 2013.
  • 694 funds tracked by Wall St. Rank held Toyota as of Q1 2026.

Based on Donaldson Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.