HM Payson & Co’s Toyota TM Stock Holding History

HM Payson & Co’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	$101K	Hold	488	–	–	﹤0.01%	556
2025 Q4	$104K	Hold	488	–	–	﹤0.01%	544
2025 Q3	$93.3K	Buy	488 +76	+18%	+$14.3K	﹤0.01%	574
2025 Q2	$71K	Buy	412 +64	+18%	+$11.6K	﹤0.01%	596
2025 Q1	$61.4K	Buy	348 +48	+16%	+$8.93K	﹤0.01%	615
2024 Q4	$58.4K	Hold	300	–	–	﹤0.01%	617
2024 Q3	$53.6K	Buy	+300	New	+$56K	﹤0.01%	616
2022 Q1	–	Sell	-55	Closed	-$10K	–	1154
2021 Q4	$10K	Sell	55 -24	-30%	-$4.32K	﹤0.01%	868
2021 Q3	$14K	Hold	79	–	–	﹤0.01%	797
2021 Q2	$14K	Hold	79	–	–	﹤0.01%	791
2021 Q1	$12K	Hold	79	–	–	﹤0.01%	854
2020 Q4	$12K	Buy	79 +55	+229%	+$7.69K	﹤0.01%	851
2020 Q3	$3K	Buy	+24	New	+$3.12K	﹤0.01%	931

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