James T. Borello
TM icon

James T. Borello’s Toyota TM Stock Holding History

James T. Borello’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
Q3 		$84.2K Sell
460
-35
-7% -$6.56K 0.02% 190
2026
Q2 		$83.4K Buy
495
+16
+3% +$3.03K 0.02% 185
2026
Q1 		$98.7K Buy
479
+472
+6,743% +$107K 0.03% 154
2025
Q4 		$1.5K Buy
+7
New +$1.42K ﹤0.01% 836

Other funds holding TM

Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Heritage Investors Management Corp
Heritage Investors Management Corp Bethesda, Maryland $3.52B AUM 30.22% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
Cardinal Capital Management Inc (North Carolina)
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $861M AUM 27.19% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Vantage Investment Partners
Vantage Investment Partners Kansas City, Missouri $1.66B AUM 20.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

James T. Borello's TM Position: Q3 2026 in Review

James T. Borello reduced its Toyota (TM) stake by 7.1% in Q3 2026, selling an estimated $6.56K and leaving 460 shares worth $84.2K. The position accounts for 0.02% of the portfolio, ranked #190.

James T. Borello first reported a position in TM in Q4 2025 and has held it in 4 quarters since. The position peaked at $98.7K in Q1 2026. 239 funds tracked by Wall St. Rank hold TM as of Q3 2026.

  • James T. Borello held 460 shares of Toyota worth $84.2K as of Q3 2026.
  • James T. Borello sold 35 Toyota shares in Q3 2026, an estimated $6.56K.
  • Toyota made up 0.02% of James T. Borello's portfolio in Q3 2026, its #190 holding.
  • James T. Borello first reported a position in Toyota in Q4 2025 and has held it in 4 quarters since.
  • James T. Borello's Toyota position peaked at $98.7K in Q1 2026.
  • 239 funds tracked by Wall St. Rank held Toyota as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.