Level Four Advisory Services’s Toyota TM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.72M Sell
8,339
-417
-5% -$94.2K 0.06% 312
2025
Q4
$1.87M Sell
8,756
-8
-0.1% -$1.62K 0.06% 293
2025
Q3
$1.67M Buy
8,764
+472
+6% +$89K 0.06% 305
2025
Q2
$1.43M Buy
8,292
+1,202
+17% +$217K 0.05% 312
2025
Q1
$1.25M Buy
7,090
+1,640
+30% +$305K 0.05% 309
2024
Q4
$1.06M Sell
5,450
-530
-9% -$93.2K 0.04% 333
2024
Q3
$1.03M Buy
5,980
+279
+5% +$52.1K 0.04% 345
2024
Q2
$1.17M Sell
5,701
-464
-8% -$103K 0.05% 300
2024
Q1
$1.13M Buy
6,165
+182
+3% +$40.3K 0.06% 279
2023
Q4
$1.1M Sell
5,983
-717
-11% -$131K 0.06% 281
2023
Q3
$1.2M Sell
6,700
-915
-12% -$156K 0.08% 256
2023
Q2
$1.22M Buy
7,615
+683
+10% +$98.3K 0.07% 256
2023
Q1
$982K Buy
6,932
+2,122
+44% +$298K 0.06% 283
2022
Q4
$657K Sell
4,810
-1,887
-28% -$263K 0.05% 339
2022
Q3
$873K Sell
6,697
-107
-2% -$16.2K 0.08% 227
2022
Q2
$1.05M Sell
6,804
-814
-11% -$135K 0.1% 208
2022
Q1
$1.37M Buy
7,618
+483
+7% +$90.3K 0.11% 190
2021
Q4
$1.32M Buy
7,135
+188
+3% +$33.8K 0.1% 206
2021
Q3
$1.24M Sell
6,947
-2,138
-24% -$382K 0.13% 169
2021
Q2
$1.59M Buy
9,085
+477
+6% +$78.3K 0.11% 202
2021
Q1
$1.34M Buy
8,608
+1,479
+21% +$224K 0.1% 209
2020
Q4
$1.1M Sell
7,129
-1,786
-20% -$250K 0.09% 230
2020
Q3
$1.18M Sell
8,915
-764
-8% -$99.4K 0.09% 215
2020
Q2
$1.22M Sell
9,679
-695
-7% -$86.2K 0.09% 221
2020
Q1
$1.25M Sell
10,374
-29
-0.3% -$3.87K 0.15% 172
2019
Q4
$11.3M Buy
10,403
+766
+8% +$107K 0.45% 68
2019
Q3
$1.3M Buy
9,637
+3
+0% +$393 0.13% 168
2019
Q2
$1.2M Buy
9,634
+132
+1% +$16.1K 0.12% 170
2019
Q1
$1.12M Buy
9,502
+1,138
+14% +$138K 0.12% 173
2018
Q4
$971K Buy
8,364
+333
+4% +$39.5K 0.12% 179
2018
Q3
$999K Buy
8,031
+1,241
+18% +$157K 0.11% 194
2018
Q2
$875K Sell
6,790
-388
-5% -$51.1K 0.06% 259
2018
Q1
$936K Buy
7,178
+431
+6% +$57.8K 0.07% 251
2017
Q4
$858K Sell
6,747
-1,326
-16% -$165K 0.07% 269
2017
Q3
$962K Buy
8,073
+5,447
+207% +$618K 0.09% 225
2017
Q2
$279K Sell
2,626
-1,772
-40% -$189K 0.04% 391
2017
Q1
$471K Sell
4,398
-7
-0.2% -$804 0.05% 336
2016
Q4
$516K Buy
+4,405
New +$513K 0.07% 269

Other funds holding TM

Level Four Advisory Services's TM Position: Q1 2026 in Review

Level Four Advisory Services reduced its Toyota (TM) stake by 4.8% in Q1 2026, selling an estimated $94.2K and leaving 8,339 shares worth $1.72M. The position accounts for 0.06% of the portfolio, ranked #312.

Level Four Advisory Services first reported a position in TM in Q4 2016 and has held it in 38 quarters since. The position peaked at $11.3M in Q4 2019. 694 funds tracked by Wall St. Rank hold TM as of Q1 2026.

  • Level Four Advisory Services held 8,339 shares of Toyota worth $1.72M as of Q1 2026.
  • Level Four Advisory Services sold 417 Toyota shares in Q1 2026, an estimated $94.2K.
  • Toyota made up 0.06% of Level Four Advisory Services's portfolio in Q1 2026, its #312 holding.
  • Level Four Advisory Services first reported a position in Toyota in Q4 2016 and has held it in 38 quarters since.
  • Level Four Advisory Services's Toyota position peaked at $11.3M in Q4 2019.
  • 694 funds tracked by Wall St. Rank held Toyota as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.