Kathmere Capital Management
TM icon

Kathmere Capital Management’s Toyota TM Stock Holding History

Kathmere Capital Management’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 		$604K Buy
3,300
+847
+35% +$159K 0.03% 370
2026
Q2 		$413K Sell
2,453
-405
-14% -$76.7K 0.02% 443
2026
Q1 		$589K Buy
2,858
+430
+18% +$97.2K 0.04% 314
2025
Q4 		$520K Buy
2,428
+408
+20% +$82.8K 0.04% 309
2025
Q3 		$386K Buy
2,020
+379
+23% +$71.4K 0.03% 339
2025
Q2 		$283K Buy
1,641
+66
+4% +$11.9K 0.02% 381
2025
Q1 		$278K Buy
1,575
+325
+26% +$60.5K 0.02% 342
2024
Q4 		$243K Sell
1,250
-76
-6% -$13.4K 0.02% 353
2024
Q3 		$237K Buy
+1,326
New +$248K 0.02% 332

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Altrius Capital Management
Altrius Capital Management New Bern, North Carolina $561M AUM 16.14% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 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

Kathmere Capital Management's TM Position: Q3 2026 in Review

Kathmere Capital Management increased its Toyota (TM) stake by 35% in Q3 2026, buying an estimated $159K and bringing the position to 3,300 shares worth $604K. The position accounts for 0.03% of the portfolio, ranked #370.

Kathmere Capital Management first reported a position in TM in Q3 2024 and has held it in 9 quarters since. 364 funds tracked by Wall St. Rank hold TM as of Q3 2026.

  • Kathmere Capital Management held 3,300 shares of Toyota worth $604K as of Q3 2026.
  • Kathmere Capital Management bought 847 Toyota shares in Q3 2026, an estimated $159K.
  • Toyota made up 0.03% of Kathmere Capital Management's portfolio in Q3 2026, its #370 holding.
  • Kathmere Capital Management first reported a position in Toyota in Q3 2024 and has held it in 9 quarters since.
  • 364 funds tracked by Wall St. Rank held Toyota as of Q3 2026.

Based on Kathmere Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.