First National Bank & Trust Co of Newtown’s Toyota TM Stock Holding History

First National Bank & Trust Co of Newtown’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	–	Sell	-1,000	Closed	-$206K	–	160
2026 Q1	$206K	Hold	1,000	–	–	0.04%	139
2025 Q4	$214K	Buy	+1,000	New	+$203K	0.04%	134
2025 Q1	–	Sell	-1,100	Closed	-$214K	–	139
2024 Q4	$214K	Buy	+1,100	New	+$194K	0.04%	131
2024 Q3	–	Sell	-1,100	Closed	-$225K	–	140
2024 Q2	$225K	Hold	1,100	–	–	0.05%	127
2024 Q1	$277K	Hold	1,100	–	–	0.06%	121
2023 Q4	$202K	Buy	+1,100	New	+$201K	0.04%	132
2022 Q1	–	Sell	-1,100	Closed	-$204K	–	133
2021 Q4	$204K	Buy	+1,100	New	+$198K	0.04%	131

Other funds holding TM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First National Bank & Trust Co of Newtown's TM Position: Q2 2026 in Review

First National Bank & Trust Co of Newtown sold out of Toyota (TM) in Q2 2026, closing a stake of 1,000 shares — an estimated $206K sold.

First National Bank & Trust Co of Newtown first reported a position in TM in Q4 2021 and held it in 7 quarters. The position peaked at $277K in Q1 2024. 412 funds tracked by Wall St. Rank hold TM as of Q2 2026.

First National Bank & Trust Co of Newtown reported no remaining Toyota position as of Q2 2026 after selling out during the quarter.
First National Bank & Trust Co of Newtown sold 1,000 Toyota shares in Q2 2026, an estimated $206K.
First National Bank & Trust Co of Newtown first reported a position in Toyota in Q4 2021 and held it in 7 quarters.
First National Bank & Trust Co of Newtown's Toyota position peaked at $277K in Q1 2024.
412 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on First National Bank & Trust Co of Newtown's 13F filing for Q2 2026, filed 6 Aug 2026.