IMA Advisory Services’s Toyota TM Stock Holding History

IMA Advisory Services’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	$41.9K	Buy	249 +212	+573%	+$40.2K	﹤0.01%	531
2026 Q1	$7.63K	Sell	37 -1	-3%	-$226	﹤0.01%	348
2025 Q4	$8.13K	Buy	+38	New	+$7.71K	﹤0.01%	354
2018 Q3	–	Sell	-37	Closed	-$5K	–	448
2018 Q2	$5K	Buy	+37	New	+$4.88K	﹤0.01%	326

Other funds holding TM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

IMA Advisory Services's TM Position: Q2 2026 in Review

IMA Advisory Services increased its Toyota (TM) stake by 573% in Q2 2026, buying an estimated $40.2K and bringing the position to 249 shares worth $41.9K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

IMA Advisory Services first reported a position in TM in Q2 2018 and has held it in 4 quarters since. 642 funds tracked by Wall St. Rank hold TM as of Q2 2026.

IMA Advisory Services held 249 shares of Toyota worth $41.9K as of Q2 2026.
IMA Advisory Services bought 212 Toyota shares in Q2 2026, an estimated $40.2K.
Toyota made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #531 holding.
IMA Advisory Services first reported a position in Toyota in Q2 2018 and has held it in 4 quarters since.
642 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.