LIS
TM icon

Legacy Investment Solutions’s Toyota TM Stock Holding History

Legacy Investment Solutions’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
Q2 		$2.24K Buy
+13
New +$2.35K ﹤0.01% 497
2024
Q4 		$3.13K Buy
17
+4
+31% +$704 ﹤0.01% 442
2024
Q3 		$2.24K Buy
+13
New +$2.43K ﹤0.01% 469

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Legacy Investment Solutions's TM Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Toyota (TM) in Q2 2025: 13 shares worth $2.24K. The stake represents ﹤0.01% of the portfolio and ranks #497 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in TM as recently as Q4 2024.

Legacy Investment Solutions first reported a position in TM in Q3 2024 and has held it in 3 quarters since. The position peaked at $3.13K in Q4 2024. 593 funds tracked by Wall St. Rank hold TM as of Q2 2025.

  • Legacy Investment Solutions held 13 shares of Toyota worth $2.24K as of Q2 2025.
  • Toyota was a new Legacy Investment Solutions position in Q2 2025.
  • Toyota made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #497 holding.
  • Legacy Investment Solutions first reported a position in Toyota in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Toyota position peaked at $3.13K in Q4 2024.
  • 593 funds tracked by Wall St. Rank held Toyota as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.