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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

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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. 643 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.
  • 643 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.