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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 – 924
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 $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Forum Financial Management's TM Position: Q1 2026 in Review

Forum Financial Management sold out of Toyota (TM) in Q1 2026, closing a stake of 20,477 shares — an estimated $4.38M sold.

Forum Financial Management first reported a position in TM in Q4 2021 and held it in 17 quarters. The position peaked at $4.38M in Q4 2025. 698 funds tracked by Wall St. Rank hold TM as of Q1 2026.

  • Forum Financial Management reported no remaining Toyota position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 20,477 Toyota shares in Q1 2026, an estimated $4.38M.
  • Forum Financial Management first reported a position in Toyota in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Toyota position peaked at $4.38M in Q4 2025.
  • 698 funds tracked by Wall St. Rank held Toyota as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.