Lido Advisors
TM icon

Lido Advisors’s Toyota TM Stock Holding History

Lido Advisors’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 		$716K Sell
4,253
-667
-14% -$126K ﹤0.01% 1276
2026
Q1 		$1.01M Buy
4,920
+1,193
+32% +$270K ﹤0.01% 961
2025
Q4 		$712K Hold
3,727
– – ﹤0.01% 1147
2025
Q3 		$712K Buy
3,727
+875
+31% +$165K ﹤0.01% 1089
2025
Q2 		$491K Buy
2,852
+673
+31% +$122K ﹤0.01% 1111
2025
Q1 		$385K Buy
2,179
+204
+10% +$38K ﹤0.01% 1108
2024
Q4 		$384K Buy
1,975
+182
+10% +$32K ﹤0.01% 1100
2024
Q3 		$320K Buy
1,793
+102
+6% +$19.1K ﹤0.01% 1139
2024
Q2 		$347K Sell
1,691
-227
-12% -$50.2K ﹤0.01% 1052
2024
Q1 		$483K Buy
1,918
+484
+34% +$107K ﹤0.01% 919
2023
Q4 		$263K Buy
1,434
+60
+4% +$10.9K ﹤0.01% 1097
2023
Q3 		$247K Buy
1,374
+129
+10% +$22K ﹤0.01% 1002
2023
Q2 		$200K Buy
+1,245
New +$179K ﹤0.01% 1102

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

Lido Advisors's TM Position: Q2 2026 in Review

Lido Advisors reduced its Toyota (TM) stake by 14% in Q2 2026, selling an estimated $126K and leaving 4,253 shares worth $716K. The position accounts for ﹤0.01% of the portfolio, ranked #1276.

Lido Advisors first reported a position in TM in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.01M in Q1 2026. 642 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Lido Advisors held 4,253 shares of Toyota worth $716K as of Q2 2026.
  • Lido Advisors sold 667 Toyota shares in Q2 2026, an estimated $126K.
  • Toyota made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1276 holding.
  • Lido Advisors first reported a position in Toyota in Q2 2023 and has held it in 13 quarters since.
  • Lido Advisors's Toyota position peaked at $1.01M in Q1 2026.
  • 642 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.