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Ellsworth Advisors’s Toyota TM Stock Holding History

Ellsworth Advisors’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 		$2.12M Buy
11,985
+734
+7% +$139K 0.35% 74
2026
Q1 		$2.32M Buy
11,251
+143
+1% +$32.3K 0.44% 72
2025
Q4 		$2.58M Buy
11,108
+211
+2% +$42.8K 0.51% 67
2025
Q3 		$2.12M Buy
10,897
+571
+6% +$108K 0.45% 71
2025
Q2 		$1.78M Buy
10,326
+467
+5% +$84.5K 0.43% 72
2025
Q1 		$1.74M Buy
9,859
+306
+3% +$56.9K 0.46% 70
2024
Q4 		$1.86M Buy
9,553
+227
+2% +$39.9K 0.49% 65
2024
Q3 		$1.67M Buy
9,326
+146
+2% +$27.3K 0.43% 66
2024
Q2 		$1.88M Sell
9,180
-4,130
-31% -$914K 0.52% 59
2024
Q1 		$3.23M Buy
13,310
+4,098
+44% +$907K 0.93% 46
2023
Q4 		$1.69M Buy
9,212
+167
+2% +$30.4K 0.53% 58
2023
Q3 		$1.58M Buy
+9,045
New +$1.54M 0.56% 58

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

Ellsworth Advisors's TM Position: Q2 2026 in Review

Ellsworth Advisors increased its Toyota (TM) stake by 6.5% in Q2 2026, buying an estimated $139K and bringing the position to 11,985 shares worth $2.12M. The position accounts for 0.35% of the portfolio, ranked #74.

Ellsworth Advisors first reported a position in TM in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.23M in Q1 2024. 639 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Ellsworth Advisors held 11,985 shares of Toyota worth $2.12M as of Q2 2026.
  • Ellsworth Advisors bought 734 Toyota shares in Q2 2026, an estimated $139K.
  • Toyota made up 0.35% of Ellsworth Advisors's portfolio in Q2 2026, its #74 holding.
  • Ellsworth Advisors first reported a position in Toyota in Q3 2023 and has held it in 12 quarters since.
  • Ellsworth Advisors's Toyota position peaked at $3.23M in Q1 2024.
  • 639 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Ellsworth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.