Frank Rimerman Advisors’s Toyota TM Stock Holding History

Frank Rimerman Advisors’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 Q3	$935K	Buy	5,107 +14	+0.3%	+$2.62K	0.05%	276
2026 Q2	$858K	Sell	5,093 -2,725	-35%	-$516K	0.05%	287
2026 Q1	$1.61M	Buy	7,818 +166	+2%	+$37.5K	0.11%	155
2025 Q4	$1.64M	Buy	7,652 +4,618	+152%	+$937K	0.1%	151
2025 Q3	$580K	Sell	3,034 -2,381	-44%	-$449K	0.04%	334
2025 Q2	$933K	Buy	5,415 +3,876	+252%	+$701K	0.06%	223
2025 Q1	$272K	Sell	1,539 -377	-20%	-$70.2K	0.02%	428
2024 Q4	$373K	Sell	1,916 -24	-1%	-$4.22K	0.03%	371
2024 Q3	$346K	Buy	1,940 +262	+16%	+$48.9K	0.02%	393
2024 Q2	$344K	Buy	+1,678	New	+$371K	0.02%	422

Other funds holding TM

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return

Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $861M AUM 27.19% 1-Year Est. Return

Vantage Investment Partners Kansas City, Missouri $1.66B AUM 20.91% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Frank Rimerman Advisors's TM Position: Q3 2026 in Review

Frank Rimerman Advisors increased its Toyota (TM) stake by 0.27% in Q3 2026, buying an estimated $2.62K and bringing the position to 5,107 shares worth $935K. The position accounts for 0.05% of the portfolio, ranked #276.

Frank Rimerman Advisors first reported a position in TM in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.64M in Q4 2025. 215 funds tracked by Wall St. Rank hold TM as of Q3 2026.

Frank Rimerman Advisors held 5,107 shares of Toyota worth $935K as of Q3 2026.
Frank Rimerman Advisors bought 14 Toyota shares in Q3 2026, an estimated $2.62K.
Toyota made up 0.05% of Frank Rimerman Advisors's portfolio in Q3 2026, its #276 holding.
Frank Rimerman Advisors first reported a position in Toyota in Q2 2024 and has held it in 10 quarters since.
Frank Rimerman Advisors's Toyota position peaked at $1.64M in Q4 2025.
215 funds tracked by Wall St. Rank held Toyota as of Q3 2026.

Based on Frank Rimerman Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.