Legacy Advisors
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
Q3 		$302K Sell
1,652
-88
-5% -$16.5K 0.03% 232
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
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

Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
Cardinal Capital Management Inc (North Carolina)
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $861M AUM 27.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Legacy Advisors's TM Position: Q3 2026 in Review

Legacy Advisors reduced its Toyota (TM) stake by 5.1% in Q3 2026, selling an estimated $16.5K and leaving 1,652 shares worth $302K. The position accounts for 0.03% of the portfolio, ranked #232.

Legacy Advisors first reported a position in TM in Q4 2016 and has held it in 23 quarters since. The position peaked at $329K in Q4 2025. 150 funds tracked by Wall St. Rank hold TM as of Q3 2026.

  • Legacy Advisors held 1,652 shares of Toyota worth $302K as of Q3 2026.
  • Legacy Advisors sold 88 Toyota shares in Q3 2026, an estimated $16.5K.
  • Toyota made up 0.03% of Legacy Advisors's portfolio in Q3 2026, its #232 holding.
  • Legacy Advisors first reported a position in Toyota in Q4 2016 and has held it in 23 quarters since.
  • Legacy Advisors's Toyota position peaked at $329K in Q4 2025.
  • 150 funds tracked by Wall St. Rank held Toyota as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.