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
Q2 		$213K Sell
1,265
-90
-7% -$17K 0.01% 330
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 $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Klingman & Associates's TM Position: Q2 2026 in Review

Klingman & Associates reduced its Toyota (TM) stake by 6.6% in Q2 2026, selling an estimated $17K and leaving 1,265 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #330.

Klingman & Associates first reported a position in TM in Q3 2025 and has held it in 4 quarters since. The position peaked at $279K in Q1 2026. 642 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Klingman & Associates held 1,265 shares of Toyota worth $213K as of Q2 2026.
  • Klingman & Associates sold 90 Toyota shares in Q2 2026, an estimated $17K.
  • Toyota made up 0.01% of Klingman & Associates's portfolio in Q2 2026, its #330 holding.
  • Klingman & Associates first reported a position in Toyota in Q3 2025 and has held it in 4 quarters since.
  • Klingman & Associates's Toyota position peaked at $279K in Q1 2026.
  • 642 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.