LIG
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Lokken Investment Group’s Toyota TM Stock Holding History

Lokken Investment Group’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
2025
Q3 		$1.48M Buy
7,755
+28
+0.4% +$5.28K 0.51% 53
2025
Q2 		$1.33M Buy
7,727
+436
+6% +$78.9K 0.51% 55
2025
Q1 		$1.29M Buy
7,291
+1,179
+19% +$219K 0.54% 52
2024
Q4 		$1.19M Buy
6,112
+696
+13% +$122K 0.51% 52
2024
Q3 		$967K Buy
+5,416
New +$1.01M 0.4% 65

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Lokken Investment Group's TM Position: Q3 2025 in Review

Lokken Investment Group increased its Toyota (TM) stake by 0.36% in Q3 2025, buying an estimated $5.28K and bringing the position to 7,755 shares worth $1.48M. The position accounts for 0.51% of the portfolio, ranked #53.

Lokken Investment Group first reported a position in TM in Q3 2024 and has held it in 5 quarters since. 625 funds tracked by Wall St. Rank hold TM as of Q3 2025.

  • Lokken Investment Group held 7,755 shares of Toyota worth $1.48M as of Q3 2025.
  • Lokken Investment Group bought 28 Toyota shares in Q3 2025, an estimated $5.28K.
  • Toyota made up 0.51% of Lokken Investment Group's portfolio in Q3 2025, its #53 holding.
  • Lokken Investment Group first reported a position in Toyota in Q3 2024 and has held it in 5 quarters since.
  • 625 funds tracked by Wall St. Rank held Toyota as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.