Forum Financial Management’s Toyota TM Stock Holding History

Forum Financial 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	–	Sell	-20,477	Closed	-$4.38M	–	925
2025 Q4	$4.38M	Hold	20,477	–	–	0.06%	71
2025 Q3	$3.91M	Buy	20,477 +30	+0.1%	+$5.66K	0.05%	73
2025 Q2	$3.52M	Sell	20,447 -2,030	-9%	-$367K	0.05%	76
2025 Q1	$3.97M	Hold	22,477	–	–	0.07%	65
2024 Q4	$4.37M	Buy	22,477 +5,180	+30%	+$911K	0.07%	57
2024 Q3	$3.09M	Sell	17,297 -20	-0.1%	-$3.74K	0.05%	67
2024 Q2	$3.55M	Hold	17,317	–	–	0.06%	59
2024 Q1	$4.36M	Sell	17,317 -391	-2%	-$86.5K	0.07%	59
2023 Q4	$3.25M	Buy	17,708 +411	+2%	+$74.9K	0.06%	61
2023 Q3	$3.11M	Hold	17,297	–	–	0.07%	60
2023 Q2	$2.78M	Sell	17,297 -3	-0%	-$432	0.06%	62
2023 Q1	$2.45M	Buy	17,300 +3	+0%	+$422	0.07%	65
2022 Q4	$2.36M	Buy	17,297 +20	+0.1%	+$2.79K	0.08%	64
2022 Q3	$2.25M	Buy	17,277 +46	+0.3%	+$6.97K	0.11%	57
2022 Q2	$2.66M	Hold	17,231	–	–	0.13%	47
2022 Q1	$3.1M	Buy	17,231 +5	+0%	+$935	0.15%	41
2021 Q4	$3.19M	Buy	+17,226	New	+$3.1M	0.16%	36

Other funds holding TM

Fisher Asset Management

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 $761B AUM 31.28% 1-Year Est. Return

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 New York $5.7T 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