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Larson Financial Group’s Toyota TM Stock Holding History

Larson Financial Group’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 		$30K Sell
178
-64
-26% -$12.1K ﹤0.01% 1778
2026
Q1 		$49.9K Buy
242
+53
+28% +$12K ﹤0.01% 1353
2025
Q4 		$40.5K Buy
189
+142
+302% +$28.8K ﹤0.01% 1345
2025
Q3 		$8.89K Buy
47
+23
+96% +$4.33K ﹤0.01% 2073
2025
Q2 		$4.13K Sell
24
-12
-33% -$2.17K ﹤0.01% 2148
2025
Q1 		$6.36K Buy
36
+31
+620% +$5.77K ﹤0.01% 1814
2024
Q4 		$973 Sell
5
-2
-29% -$352 ﹤0.01% 2052
2024
Q3 		$1.25K Hold
7
– – ﹤0.01% 1943
2024
Q2 		$1.44K Sell
7
-198
-97% -$43.8K ﹤0.01% 1647
2024
Q1 		$51.6K Buy
205
+200
+4,000% +$44.3K ﹤0.01% 681
2023
Q4 		$917 Sell
5
-90
-95% -$16.4K ﹤0.01% 1485
2023
Q3 		$17.1K Hold
95
– – ﹤0.01% 859
2023
Q2 		$15.3K Sell
95
-13
-12% -$1.87K ﹤0.01% 814
2023
Q1 		$15.3K Buy
+108
New +$15.2K ﹤0.01% 816
2020
Q2 		– Sell
-56
Closed -$7K – 756
2020
Q1 		$7K Hold
56
– – ﹤0.01% 337
2019
Q4 		$8K Hold
56
– – ﹤0.01% 325
2019
Q3 		$8K Hold
56
– – 0.01% 332
2019
Q2 		$7K Hold
56
– – 0.01% 286
2019
Q1 		$7K Hold
56
– – 0.01% 265
2018
Q4 		$7K Buy
+56
New +$6.63K 0.01% 253

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

Larson Financial Group's TM Position: Q2 2026 in Review

Larson Financial Group reduced its Toyota (TM) stake by 26% in Q2 2026, selling an estimated $12.1K and leaving 178 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #1778.

Larson Financial Group first reported a position in TM in Q4 2018 and has held it in 20 quarters since. The position peaked at $51.6K in Q1 2024. 644 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Larson Financial Group held 178 shares of Toyota worth $30K as of Q2 2026.
  • Larson Financial Group sold 64 Toyota shares in Q2 2026, an estimated $12.1K.
  • Toyota made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1778 holding.
  • Larson Financial Group first reported a position in Toyota in Q4 2018 and has held it in 20 quarters since.
  • Larson Financial Group's Toyota position peaked at $51.6K in Q1 2024.
  • 644 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.