McLean Asset Management’s Toyota TM Stock Holding History

McLean Asset Management’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 Q2	–	Sell	-1,503	Closed	-$239K	–	166
2025 Q1	$239K	Sell	1,503 -23	-2%	-$4.28K	0.08%	133
2024 Q4	$297K	Sell	1,526 -6	-0.4%	-$1.06K	0.09%	117
2024 Q3	$276K	Buy	1,532 +34	+2%	+$6.35K	0.08%	125
2024 Q2	$308K	Buy	1,498 +23	+2%	+$5.09K	0.1%	102
2024 Q1	$364K	Hold	1,475	–	–	0.12%	89
2023 Q4	$276K	Hold	1,475	–	–	0.1%	108
2023 Q3	$261K	Hold	1,475	–	–	0.11%	103
2023 Q2	$237K	Hold	1,475	–	–	0.09%	112
2023 Q1	$209K	Hold	1,475	–	–	0.09%	125
2022 Q4	$201K	Sell	1,475 -14	-0.9%	-$1.95K	0.07%	133
2022 Q3	$202K	Hold	1,489	–	–	0.08%	127
2022 Q2	$228K	Hold	1,489	–	–	0.09%	109
2022 Q1	$268K	Hold	1,489	–	–	0.2%	91
2021 Q4	$308K	Hold	1,489	–	–	0.12%	93
2021 Q3	$258K	Buy	1,489 +105	+8%	+$18.7K	0.1%	106
2021 Q2	$247K	Hold	1,384	–	–	0.11%	94
2021 Q1	$211K	Hold	1,384	–	–	0.17%	98
2020 Q4	$214K	Buy	+1,384	New	+$193K	0.19%	87

Other funds holding TM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

McLean Asset Management's TM Position: Q2 2025 in Review

McLean Asset Management sold out of Toyota (TM) in Q2 2025, closing a stake of 1,503 shares — an estimated $239K sold.

McLean Asset Management first reported a position in TM in Q4 2020 and held it in 18 quarters. The position peaked at $364K in Q1 2024. 593 funds tracked by Wall St. Rank hold TM as of Q2 2025.

McLean Asset Management reported no remaining Toyota position as of Q2 2025 after selling out during the quarter.
McLean Asset Management sold 1,503 Toyota shares in Q2 2025, an estimated $239K.
McLean Asset Management first reported a position in Toyota in Q4 2020 and held it in 18 quarters.
McLean Asset Management's Toyota position peaked at $364K in Q1 2024.
593 funds tracked by Wall St. Rank held Toyota as of Q2 2025.

Based on McLean Asset Management's 13F filing for Q2 2025, filed 3 Jul 2025.