Legacy Trust’s Toyota TM Stock Holding History

Legacy Trust’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 Q1	$235K	Hold	1,140	–	–	0.05%	191
2025 Q4	$244K	Hold	1,140	–	–	0.05%	179
2025 Q3	$218K	Buy	+1,140	New	+$215K	0.04%	182

Other funds holding TM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Legacy Trust's TM Position: Q1 2026 in Review

Legacy Trust held its Toyota (TM) position steady in Q1 2026 at 1,140 shares worth $235K. The position accounts for 0.05% of the portfolio, ranked #191.

Legacy Trust first reported a position in TM in Q3 2025 and has held it in 3 quarters since. The position peaked at $244K in Q4 2025. 694 funds tracked by Wall St. Rank hold TM as of Q1 2026.

Legacy Trust held 1,140 shares of Toyota worth $235K as of Q1 2026.
Legacy Trust left its Toyota share count unchanged in Q1 2026.
Toyota made up 0.05% of Legacy Trust's portfolio in Q1 2026, its #191 holding.
Legacy Trust first reported a position in Toyota in Q3 2025 and has held it in 3 quarters since.
Legacy Trust's Toyota position peaked at $244K in Q4 2025.
694 funds tracked by Wall St. Rank held Toyota as of Q1 2026.

Based on Legacy Trust's 13F filing for Q1 2026, filed 14 Apr 2026.