Halbert Hargrove Global Advisors’s Toyota TM Stock Holding History

Halbert Hargrove Global 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 Q2	$1.27K	Buy	+8	New	+$1.51K	﹤0.01%	422
2025 Q2	–	Sell	-2	Closed	-$354	–	619
2025 Q1	$354	Sell	2 -19	-90%	-$3.54K	﹤0.01%	535
2024 Q4	$4.02K	Buy	+21	New	+$3.69K	﹤0.01%	262

Other funds holding TM

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

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return

LOPW

Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

CCMINC

Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return

GIC

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Halbert Hargrove Global Advisors's TM Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Toyota (TM) in Q2 2026: 8 shares worth $1.27K. The stake represents ﹤0.01% of the portfolio and ranks #422 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in TM as recently as Q1 2025.

Halbert Hargrove Global Advisors first reported a position in TM in Q4 2024 and has held it in 3 quarters since. The position peaked at $4.02K in Q4 2024. 140 funds tracked by Wall St. Rank hold TM as of Q2 2026.

Halbert Hargrove Global Advisors held 8 shares of Toyota worth $1.27K as of Q2 2026.
Toyota was a new Halbert Hargrove Global Advisors position in Q2 2026.
Toyota made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #422 holding.
Halbert Hargrove Global Advisors first reported a position in Toyota in Q4 2024 and has held it in 3 quarters since.
Halbert Hargrove Global Advisors's Toyota position peaked at $4.02K in Q4 2024.
140 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.