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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
Q3 		$1.68M Buy
9,197
+2,047
+29% +$384K 0.37% 65
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

Legacy Wealth Asset Management's TM Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its Toyota (TM) stake by 29% in Q3 2026, buying an estimated $384K and bringing the position to 9,197 shares worth $1.68M. The position accounts for 0.37% of the portfolio, ranked #65.

Legacy Wealth Asset Management first reported a position in TM in Q3 2022 and has held it in 17 quarters since. The position peaked at $2.89M in Q1 2024. 38 funds tracked by Wall St. Rank hold TM as of Q3 2026.

  • Legacy Wealth Asset Management held 9,197 shares of Toyota worth $1.68M as of Q3 2026.
  • Legacy Wealth Asset Management bought 2,047 Toyota shares in Q3 2026, an estimated $384K.
  • Toyota made up 0.37% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #65 holding.
  • Legacy Wealth Asset Management first reported a position in Toyota in Q3 2022 and has held it in 17 quarters since.
  • Legacy Wealth Asset Management's Toyota position peaked at $2.89M in Q1 2024.
  • 38 funds tracked by Wall St. Rank held Toyota as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.