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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

QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
MPPW
Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return