LRI Investments’s Toyota TM Stock Holding History

LRI Investments’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	$7.16K	Buy	43 +24	+126%	+$4.55K	﹤0.01%	1059
2026 Q1	$3.82K	Hold	19	–	–	﹤0.01%	1156
2025 Q4	$3.96K	Hold	19	–	–	﹤0.01%	1089
2025 Q3	$3.54K	Buy	19 +2	+12%	+$377	﹤0.01%	1109
2025 Q2	$2.85K	Hold	17	–	–	﹤0.01%	1117
2025 Q1	$2.92K	Hold	17	–	–	﹤0.01%	1047
2024 Q4	$3.21K	Hold	17	–	–	﹤0.01%	1006
2024 Q3	$2.87K	Hold	17	–	–	﹤0.01%	1022
2024 Q2	$3.39K	Hold	17	–	–	﹤0.01%	986
2024 Q1	$4.16K	Buy	+17	New	+$3.76K	﹤0.01%	663

Other funds holding TM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Alliance Private Wealth North Reading, Massachusetts $288M AUM

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return