LI
TM icon

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

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

LRI Investments's TM Position: Q2 2026 in Review

LRI Investments increased its Toyota (TM) stake by 126% in Q2 2026, buying an estimated $4.55K and bringing the position to 43 shares worth $7.16K. The position accounts for ﹤0.01% of the portfolio, ranked #1059.

LRI Investments first reported a position in TM in Q1 2024 and has held it in 10 quarters since. 644 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • LRI Investments held 43 shares of Toyota worth $7.16K as of Q2 2026.
  • LRI Investments bought 24 Toyota shares in Q2 2026, an estimated $4.55K.
  • Toyota made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1059 holding.
  • LRI Investments first reported a position in Toyota in Q1 2024 and has held it in 10 quarters since.
  • 644 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.