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Legacy Financial Advisors’s Toyota TM Stock Holding History

Legacy Financial 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
2025
Q4 		– Sell
-5,268
Closed -$1.01M – 455
2025
Q3 		$1.01M Buy
+5,268
New +$993K 0.14% 120
2025
Q2 		– Sell
-4,724
Closed -$834K – 409
2025
Q1 		$834K Sell
4,724
-433
-8% -$80.6K 0.14% 123
2024
Q4 		$1M Buy
5,157
+882
+21% +$155K 0.17% 105
2024
Q3 		$763K Sell
4,275
-211
-5% -$39.4K 0.13% 133
2024
Q2 		$919K Sell
4,486
-404
-8% -$89.4K 0.16% 102
2024
Q1 		$1.23M Buy
4,890
+446
+10% +$98.7K 0.22% 77
2023
Q4 		$815K Buy
4,444
+546
+14% +$99.5K 0.16% 102
2023
Q3 		$701K Buy
3,898
+1,118
+40% +$191K 0.14% 98
2023
Q2 		$447K Buy
2,780
+527
+23% +$75.8K 0.08% 151
2023
Q1 		$319K Sell
2,253
-326
-13% -$45.8K 0.07% 181
2022
Q4 		$352K Buy
2,579
+538
+26% +$75K 0.08% 155
2022
Q3 		$266K Sell
2,041
-289
-12% -$43.8K 0.06% 172
2022
Q2 		$359K Buy
2,330
+366
+19% +$60.5K 0.09% 126
2022
Q1 		$354K Sell
1,964
-370
-16% -$69.2K 0.08% 148
2021
Q4 		$433K Buy
2,334
+283
+14% +$50.9K 0.1% 106
2021
Q3 		$365K Buy
2,051
+383
+23% +$68.4K 0.09% 106
2021
Q2 		$292K Buy
1,668
+144
+9% +$23.6K 0.07% 125
2021
Q1 		$238K Buy
1,524
+116
+8% +$17.5K 0.07% 139
2020
Q4 		$218K Buy
+1,408
New +$197K 0.06% 134
2019
Q2 		– Sell
-752
Closed -$89K – 826
2019
Q1 		$89K Buy
752
+278
+59% +$33.6K 0.03% 184
2018
Q4 		$55K Buy
474
+132
+39% +$15.6K 0.02% 229
2018
Q3 		$42K Sell
342
-157
-31% -$19.9K 0.02% 272
2018
Q2 		$65K Buy
499
+157
+46% +$20.7K 0.02% 215
2018
Q1 		$43K Buy
342
+9
+3% +$1.21K 0.02% 261
2017
Q4 		$42K Buy
+333
New +$41.5K 0.02% 268

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Legacy Financial Advisors's TM Position: Q4 2025 in Review

Legacy Financial Advisors sold out of Toyota (TM) in Q4 2025, closing a stake of 5,268 shares — an estimated $1.01M sold.

Legacy Financial Advisors first reported a position in TM in Q4 2017 and held it in 25 quarters. The position peaked at $1.23M in Q1 2024. 685 funds tracked by Wall St. Rank hold TM as of Q4 2025.

  • Legacy Financial Advisors reported no remaining Toyota position as of Q4 2025 after selling out during the quarter.
  • Legacy Financial Advisors sold 5,268 Toyota shares in Q4 2025, an estimated $1.01M.
  • Legacy Financial Advisors first reported a position in Toyota in Q4 2017 and held it in 25 quarters.
  • Legacy Financial Advisors's Toyota position peaked at $1.23M in Q1 2024.
  • 685 funds tracked by Wall St. Rank held Toyota as of Q4 2025.

Based on Legacy Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.