Morton Brown Family Wealth’s Toyota TM Stock Holding History

Morton Brown Family Wealth’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	–	Sell	-28	Closed	-$4.82K	–	320
2025 Q2	$4.82K	Hold	28	–	–	﹤0.01%	237
2025 Q1	$4.94K	Buy	+28	New	+$5.21K	﹤0.01%	235

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

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

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

Morton Brown Family Wealth's TM Position: Q3 2025 in Review

Morton Brown Family Wealth sold out of Toyota (TM) in Q3 2025, closing a stake of 28 shares — an estimated $4.82K sold.

Morton Brown Family Wealth first reported a position in TM in Q1 2025 and held it in 2 quarters. The position peaked at $4.94K in Q1 2025. 624 funds tracked by Wall St. Rank hold TM as of Q3 2025.

Morton Brown Family Wealth reported no remaining Toyota position as of Q3 2025 after selling out during the quarter.
Morton Brown Family Wealth sold 28 Toyota shares in Q3 2025, an estimated $4.82K.
Morton Brown Family Wealth first reported a position in Toyota in Q1 2025 and held it in 2 quarters.
Morton Brown Family Wealth's Toyota position peaked at $4.94K in Q1 2025.
624 funds tracked by Wall St. Rank held Toyota as of Q3 2025.

Based on Morton Brown Family Wealth's 13F filing for Q3 2025, filed 21 Oct 2025.