Financial Perspectives’s Toyota TM Stock Holding History

Financial Perspectives’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	$55K	Hold	267	–	–	0.02%	299
2025 Q4	$57.1K	Hold	267	–	–	0.02%	293
2025 Q3	$51K	Hold	267	–	–	0.01%	316
2025 Q2	$45.9K	Hold	267	–	–	0.01%	321
2025 Q1	$47.1K	Hold	267	–	–	0.02%	306
2024 Q4	$51.9K	Hold	267	–	–	0.02%	297
2024 Q3	$47.6K	Hold	267	–	–	0.02%	291
2024 Q2	$54.7K	Hold	267	–	–	0.02%	268
2024 Q1	$67.1K	Hold	267	–	–	0.03%	248
2023 Q4	$48.9K	Hold	267	–	–	0.02%	274
2023 Q3	$47.9K	Hold	267	–	–	0.02%	260
2023 Q2	$42.9K	Hold	267	–	–	0.02%	276
2023 Q1	$37.8K	Buy	267 +20	+8%	+$2.81K	0.02%	283
2022 Q4	$33.7K	Hold	247	–	–	0.02%	297
2022 Q3	$32.1K	Hold	247	–	–	0.02%	284
2022 Q2	$38K	Hold	247	–	–	0.02%	262
2022 Q1	$44.5K	Hold	247	–	–	0.02%	264
2021 Q4	$45.7K	Hold	247	–	–	0.02%	257
2021 Q3	$43.8K	Hold	247	–	–	0.02%	253
2021 Q2	$43.1K	Sell	247 -38,243	-99%	-$6.28M	0.02%	276
2021 Q1	$247K	Buy	38,490 +38,243	+15,483%	+$5.78M	0.01%	377
2020 Q4	$38.1K	Buy	247 +1	+0.4%	+$140	0.02%	256
2020 Q3	$32.6K	Hold	246	–	–	0.02%	232
2020 Q2	$30.9K	Buy	246 +1	+0.4%	+$124	0.02%	224
2020 Q1	$29.4K	Hold	245	–	–	0.02%	205
2019 Q4	$34.5K	Buy	+245	New	+$34.2K	0.02%	208

Other funds holding TM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Financial Perspectives's TM Position: Q1 2026 in Review

Financial Perspectives held its Toyota (TM) position steady in Q1 2026 at 267 shares worth $55K. The position accounts for 0.02% of the portfolio, ranked #299.

Financial Perspectives first reported a position in TM in Q4 2019 and has held it in 26 quarters since. The position peaked at $247K in Q1 2021. 694 funds tracked by Wall St. Rank hold TM as of Q1 2026.

Financial Perspectives held 267 shares of Toyota worth $55K as of Q1 2026.
Financial Perspectives left its Toyota share count unchanged in Q1 2026.
Toyota made up 0.02% of Financial Perspectives's portfolio in Q1 2026, its #299 holding.
Financial Perspectives first reported a position in Toyota in Q4 2019 and has held it in 26 quarters since.
Financial Perspectives's Toyota position peaked at $247K in Q1 2021.
694 funds tracked by Wall St. Rank held Toyota as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.