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Millstone Evans Group’s Toyota TM Stock Holding History

Millstone Evans 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
2026
Q2 		$96.7K Hold
574
– – 0.05% 245
2026
Q1 		$118K Buy
574
+27
+5% +$6.1K 0.07% 209
2025
Q4 		$117K Hold
547
– – 0.07% 211
2025
Q3 		$105K Hold
547
– – 0.07% 205
2025
Q2 		$94.2K Sell
547
-315
-37% -$57K 0.06% 209
2025
Q1 		$152K Hold
862
– – 0.1% 150
2024
Q4 		$168K Buy
+862
New +$152K 0.11% 133

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
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
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
CCM
Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Millstone Evans Group's TM Position: Q2 2026 in Review

Millstone Evans Group held its Toyota (TM) position steady in Q2 2026 at 574 shares worth $96.7K. The position accounts for 0.05% of the portfolio, ranked #245.

Millstone Evans Group first reported a position in TM in Q4 2024 and has held it in 7 quarters since. The position peaked at $168K in Q4 2024. 540 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Millstone Evans Group held 574 shares of Toyota worth $96.7K as of Q2 2026.
  • Millstone Evans Group left its Toyota share count unchanged in Q2 2026.
  • Toyota made up 0.05% of Millstone Evans Group's portfolio in Q2 2026, its #245 holding.
  • Millstone Evans Group first reported a position in Toyota in Q4 2024 and has held it in 7 quarters since.
  • Millstone Evans Group's Toyota position peaked at $168K in Q4 2024.
  • 540 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.