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 Q2	$44.9K	Hold	267	–	–	0.01%	346
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	Hold	247	–	–	0.02%	276
2021 Q1	$38.5K	Hold	247	–	–	0.02%	273
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 $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Financial Perspectives's TM Position: Q2 2026 in Review

Financial Perspectives held its Toyota (TM) position steady in Q2 2026 at 267 shares worth $44.9K. The position accounts for 0.01% of the portfolio, ranked #346.

Financial Perspectives first reported a position in TM in Q4 2019 and has held it in 27 quarters since. The position peaked at $67.1K in Q1 2024. 642 funds tracked by Wall St. Rank hold TM as of Q2 2026.

Financial Perspectives held 267 shares of Toyota worth $44.9K as of Q2 2026.
Financial Perspectives left its Toyota share count unchanged in Q2 2026.
Toyota made up 0.01% of Financial Perspectives's portfolio in Q2 2026, its #346 holding.
Financial Perspectives first reported a position in Toyota in Q4 2019 and has held it in 27 quarters since.
Financial Perspectives's Toyota position peaked at $67.1K in Q1 2024.
642 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.