LA
TM icon

Legacy Advisors’s Toyota TM Stock Holding History

Legacy Advisors’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 		$293K Buy
1,740
+210
+14% +$39.8K 0.03% 244
2026
Q1 		$315K Sell
1,530
-7
-0.5% -$1.58K 0.04% 205
2025
Q4 		$329K Buy
1,537
+419
+37% +$85K 0.04% 211
2025
Q3 		$214K Buy
+1,118
New +$211K 0.03% 237
2025
Q2 		– Sell
-1,234
Closed -$218K – 364
2025
Q1 		$218K Buy
1,234
+107
+9% +$19.9K 0.02% 392
2024
Q4 		$219K Buy
+1,127
New +$198K 0.02% 370
2024
Q3 		– Sell
-1,118
Closed -$229K – 391
2024
Q2 		$229K Hold
1,118
– – 0.03% 293
2024
Q1 		$281K Hold
1,118
– – 0.04% 256
2023
Q4 		$205K Hold
1,118
– – 0.03% 296
2023
Q3 		$201K Buy
+1,118
New +$191K 0.03% 272
2022
Q2 		– Sell
-1,118
Closed -$202K – 232
2022
Q1 		$202K Buy
1,118
+20
+2% +$3.74K 0.04% 208
2021
Q4 		$203K Buy
+1,098
New +$198K 0.07% 128
2019
Q3 		– Sell
-1,098
Closed -$136K – 297
2019
Q2 		$136K Hold
1,098
– – 0.09% 138
2019
Q1 		$130K Buy
+1,098
New +$133K 0.04% 134
2018
Q4 		– Sell
-1,098
Closed -$137K – 364
2018
Q3 		$137K Hold
1,098
– – 0.07% 163
2018
Q2 		$141K Hold
1,098
– – 0.11% 115
2018
Q1 		$141K Hold
1,098
– – 0.1% 102
2017
Q4 		$139K Hold
1,098
– – 0.14% 72
2017
Q3 		$130K Hold
1,098
– – 0.14% 68
2017
Q2 		$115K Hold
1,098
– – 0.15% 70
2017
Q1 		$119K Hold
1,098
– – 0.16% 63
2016
Q4 		$128K Buy
+1,098
New +$128K 0.17% 59

Other funds holding TM

MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Legacy Advisors's TM Position: Q2 2026 in Review

Legacy Advisors increased its Toyota (TM) stake by 14% in Q2 2026, buying an estimated $39.8K and bringing the position to 1,740 shares worth $293K. The position accounts for 0.03% of the portfolio, ranked #244.

Legacy Advisors first reported a position in TM in Q4 2016 and has held it in 22 quarters since. The position peaked at $329K in Q4 2025. 178 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Legacy Advisors held 1,740 shares of Toyota worth $293K as of Q2 2026.
  • Legacy Advisors bought 210 Toyota shares in Q2 2026, an estimated $39.8K.
  • Toyota made up 0.03% of Legacy Advisors's portfolio in Q2 2026, its #244 holding.
  • Legacy Advisors first reported a position in Toyota in Q4 2016 and has held it in 22 quarters since.
  • Legacy Advisors's Toyota position peaked at $329K in Q4 2025.
  • 178 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.