KA
TM icon

Klingman & Associates’s Toyota TM Stock Holding History

Klingman & Associates’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 		$279K Buy
1,355
+81
+6% +$18.3K 0.01% 272
2025
Q4 		$273K Buy
1,274
+19
+2% +$3.85K 0.01% 268
2025
Q3 		$240K Buy
+1,255
New +$237K 0.01% 289

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

Klingman & Associates's TM Position: Q1 2026 in Review

Klingman & Associates increased its Toyota (TM) stake by 6.4% in Q1 2026, buying an estimated $18.3K and bringing the position to 1,355 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #272.

Klingman & Associates first reported a position in TM in Q3 2025 and has held it in 3 quarters since. 694 funds tracked by Wall St. Rank hold TM as of Q1 2026.

  • Klingman & Associates held 1,355 shares of Toyota worth $279K as of Q1 2026.
  • Klingman & Associates bought 81 Toyota shares in Q1 2026, an estimated $18.3K.
  • Toyota made up 0.01% of Klingman & Associates's portfolio in Q1 2026, its #272 holding.
  • Klingman & Associates first reported a position in Toyota in Q3 2025 and has held it in 3 quarters since.
  • 694 funds tracked by Wall St. Rank held Toyota as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.