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Independent Advisor Alliance’s Toyota TM Stock Holding History

Independent Advisor Alliance’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 		$965K Buy
4,682
+10
+0.2% +$2.26K 0.01% 846
2025
Q4 		$1M Buy
4,672
+1,560
+50% +$316K 0.02% 468
2025
Q3 		$595K Sell
3,112
-248
-7% -$46.7K 0.02% 574
2025
Q2 		$579K Sell
3,360
-20
-0.6% -$3.62K 0.02% 543
2025
Q1 		$597K Buy
3,380
+113
+3% +$21K 0.02% 483
2024
Q4 		$636K Sell
3,267
-72
-2% -$12.7K 0.01% 874
2024
Q3 		$596K Sell
3,339
-54
-2% -$10.1K 0.02% 424
2024
Q2 		$695K Buy
3,393
+1,134
+50% +$251K 0.02% 392
2024
Q1 		$569K Sell
2,259
-18
-0.8% -$3.98K 0.02% 425
2023
Q4 		$418K Buy
2,277
+188
+9% +$34.3K 0.02% 473
2023
Q3 		$375K Buy
2,089
+100
+5% +$17.1K 0.02% 466
2023
Q2 		$320K Sell
1,989
-25
-1% -$3.6K 0.01% 516
2023
Q1 		$285K Buy
+2,014
New +$283K 0.01% 525
2022
Q4 		– Sell
-2,219
Closed -$289K – 616
2022
Q3 		$289K Buy
2,219
+10
+0.5% +$1.52K 0.02% 490
2022
Q2 		$341K Sell
2,209
-45
-2% -$7.44K 0.02% 459
2022
Q1 		$406K Buy
2,254
+974
+76% +$182K 0.02% 443
2021
Q4 		$237K Sell
1,280
-78
-6% -$14K 0.01% 587
2021
Q3 		$241K Buy
1,358
+103
+8% +$18.4K 0.01% 550
2021
Q2 		$219K Buy
+1,255
New +$206K 0.01% 570
2019
Q4 		– Sell
-1,656
Closed -$223K – 903
2019
Q3 		$223K Buy
+1,656
New +$217K 0.03% 399

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
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
BlackRock New York $5.72T 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

Independent Advisor Alliance's TM Position: Q1 2026 in Review

Independent Advisor Alliance increased its Toyota (TM) stake by 0.21% in Q1 2026, buying an estimated $2.26K and bringing the position to 4,682 shares worth $965K. The position accounts for 0.01% of the portfolio, ranked #846.

Independent Advisor Alliance first reported a position in TM in Q3 2019 and has held it in 20 quarters since. The position peaked at $1M in Q4 2025. 694 funds tracked by Wall St. Rank hold TM as of Q1 2026.

  • Independent Advisor Alliance held 4,682 shares of Toyota worth $965K as of Q1 2026.
  • Independent Advisor Alliance bought 10 Toyota shares in Q1 2026, an estimated $2.26K.
  • Toyota made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #846 holding.
  • Independent Advisor Alliance first reported a position in Toyota in Q3 2019 and has held it in 20 quarters since.
  • Independent Advisor Alliance's Toyota position peaked at $1M in Q4 2025.
  • 694 funds tracked by Wall St. Rank held Toyota as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.