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 Q2	–	Sell	-1,140	Closed	-$235K	–	217
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 $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Legacy Trust's TM Position: Q2 2026 in Review

Legacy Trust sold out of Toyota (TM) in Q2 2026, closing a stake of 1,140 shares — an estimated $235K sold.

Legacy Trust first reported a position in TM in Q3 2025 and held it in 3 quarters. The position peaked at $244K in Q4 2025. 644 funds tracked by Wall St. Rank hold TM as of Q2 2026.

Legacy Trust reported no remaining Toyota position as of Q2 2026 after selling out during the quarter.
Legacy Trust sold 1,140 Toyota shares in Q2 2026, an estimated $235K.
Legacy Trust first reported a position in Toyota in Q3 2025 and held it in 3 quarters.
Legacy Trust's Toyota position peaked at $244K in Q4 2025.
644 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.