Lee, Danner & Bass’s Toyota TM Stock Holding History

Lee, Danner & Bass’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	$424K	Hold	2,517	–	–	0.02%	200
2026 Q1	$519K	Hold	2,517	–	–	0.03%	187
2025 Q4	$539K	Hold	2,517	–	–	0.04%	174
2025 Q3	$481K	Hold	2,517	–	–	0.04%	177
2025 Q2	$434K	Hold	2,517	–	–	0.03%	177
2025 Q1	$444K	Hold	2,517	–	–	0.04%	174
2024 Q4	$490K	Hold	2,517	–	–	0.04%	171
2024 Q3	$449K	Hold	2,517	–	–	0.03%	173
2024 Q2	$516K	Buy	+2,517	New	+$557K	0.04%	164
2023 Q4	$462K	Hold	2,517	–	–	0.04%	160
2023 Q3	$452K	Hold	2,517	–	–	0.04%	160
2023 Q2	$405K	Buy	2,517 +17	+0.7%	+$2.45K	0.03%	165
2023 Q1	$354K	Hold	2,500	–	–	0.03%	170
2022 Q4	$341K	Hold	2,500	–	–	0.03%	167
2022 Q3	$326K	Hold	2,500	–	–	0.03%	167
2022 Q2	$385K	Hold	2,500	–	–	0.04%	159
2022 Q1	$451K	Hold	2,500	–	–	0.04%	158
2021 Q4	$463K	Hold	2,500	–	–	0.04%	155
2021 Q3	$444K	Hold	2,500	–	–	0.04%	156
2021 Q2	$437K	Hold	2,500	–	–	0.04%	156
2021 Q1	$390K	Hold	2,500	–	–	0.04%	157
2020 Q4	$386K	Hold	2,500	–	–	0.04%	154
2020 Q3	$331K	Hold	2,500	–	–	0.04%	153
2020 Q2	$314K	Hold	2,500	–	–	0.04%	151
2020 Q1	$300K	Buy	+2,500	New	+$334K	0.04%	147

Other funds holding TM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Lee, Danner & Bass's TM Position: Q2 2026 in Review

Lee, Danner & Bass held its Toyota (TM) position steady in Q2 2026 at 2,517 shares worth $424K. The position accounts for 0.02% of the portfolio, ranked #200.

Lee, Danner & Bass first reported a position in TM in Q1 2020 and has held it in 25 quarters since. The position peaked at $539K in Q4 2025. 643 funds tracked by Wall St. Rank hold TM as of Q2 2026.

Lee, Danner & Bass held 2,517 shares of Toyota worth $424K as of Q2 2026.
Lee, Danner & Bass left its Toyota share count unchanged in Q2 2026.
Toyota made up 0.02% of Lee, Danner & Bass's portfolio in Q2 2026, its #200 holding.
Lee, Danner & Bass first reported a position in Toyota in Q1 2020 and has held it in 25 quarters since.
Lee, Danner & Bass's Toyota position peaked at $539K in Q4 2025.
643 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Lee, Danner & Bass's 13F filing for Q2 2026, filed 21 Jul 2026.