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Legacy Wealth Asset Management’s Toyota TM Stock Holding History

Legacy Wealth Asset Management’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 		$1.2M Buy
7,150
+100
+1% +$18.9K 0.26% 99
2026
Q1 		$1.45M Buy
7,050
+680
+11% +$154K 0.35% 67
2025
Q4 		$1.36M Sell
6,370
-891
-12% -$181K 0.34% 79
2025
Q3 		$1.39M Buy
7,261
+49
+0.7% +$9.24K 0.34% 79
2025
Q2 		$1.24M Sell
7,212
-3,684
-34% -$666K 0.32% 83
2025
Q1 		$1.92M Buy
10,896
+144
+1% +$26.8K 0.53% 41
2024
Q4 		$2.09M Sell
10,752
-189
-2% -$33.3K 0.57% 35
2024
Q3 		$1.95M Buy
10,941
+217
+2% +$40.5K 0.52% 47
2024
Q2 		$2.2M Sell
10,724
-746
-7% -$165K 0.62% 31
2024
Q1 		$2.89M Sell
11,470
-701
-6% -$155K 0.8% 15
2023
Q4 		$2.23M Buy
12,171
+237
+2% +$43.2K 0.73% 18
2023
Q3 		$2.15M Sell
11,934
-2,091
-15% -$357K 0.79% 15
2023
Q2 		$2.25M Sell
14,025
-146
-1% -$21K 0.79% 19
2023
Q1 		$2.01M Buy
14,171
+136
+1% +$19.1K 0.72% 22
2022
Q4 		$1.92M Buy
14,035
+1,498
+12% +$209K 0.73% 25
2022
Q3 		$1.63M Buy
+12,537
New +$1.9M 0.71% 23

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Legacy Wealth Asset Management's TM Position: Q2 2026 in Review

Legacy Wealth Asset Management increased its Toyota (TM) stake by 1.4% in Q2 2026, buying an estimated $18.9K and bringing the position to 7,150 shares worth $1.2M. The position accounts for 0.26% of the portfolio, ranked #99.

Legacy Wealth Asset Management first reported a position in TM in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.89M in Q1 2024. 640 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Legacy Wealth Asset Management held 7,150 shares of Toyota worth $1.2M as of Q2 2026.
  • Legacy Wealth Asset Management bought 100 Toyota shares in Q2 2026, an estimated $18.9K.
  • Toyota made up 0.26% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #99 holding.
  • Legacy Wealth Asset Management first reported a position in Toyota in Q3 2022 and has held it in 16 quarters since.
  • Legacy Wealth Asset Management's Toyota position peaked at $2.89M in Q1 2024.
  • 640 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.