Nicholas Hoffman & Company
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Nicholas Hoffman & Company’s Toyota TM Stock Holding History

Nicholas Hoffman & Company’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
Q3 		$381K Buy
2,082
+23
+1% +$4.31K 0.01% 266
2026
Q2 		$347K Buy
2,059
+73
+4% +$13.8K 0.01% 276
2026
Q1 		$409K Buy
1,986
+134
+7% +$30.3K 0.01% 247
2025
Q4 		$396K Hold
1,852
– – 0.01% 247
2025
Q3 		$354K Buy
1,852
+62
+3% +$11.7K 0.01% 252
2025
Q2 		$308K Sell
1,790
-47
-3% -$8.5K 0.01% 249
2025
Q1 		$324K Sell
1,837
-127
-6% -$23.6K 0.01% 239
2024
Q4 		$382K Buy
1,964
+381
+24% +$67K 0.02% 217
2024
Q3 		$283K Buy
1,583
+3
+0.2% +$560 0.01% 254
2024
Q2 		$324K Sell
1,580
-17
-1% -$3.76K 0.02% 232
2024
Q1 		$402K Buy
1,597
+40
+3% +$8.85K 0.02% 212
2023
Q4 		$286K Hold
1,557
– – 0.02% 230
2023
Q3 		$280K Hold
1,557
– – 0.02% 223
2023
Q2 		$250K Buy
+1,557
New +$224K 0.01% 243

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Dimensional Fund Advisors
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Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Heritage Investors Management Corp
Heritage Investors Management Corp Bethesda, Maryland $3.52B AUM 30.22% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
Live Oak Private Wealth
Live Oak Private Wealth Wilmington, North Carolina $827M AUM 17.32% 1-Year Est. Return
American Assets Investment Management
American Assets Investment Management San Diego, California $1.62B AUM 38.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Nicholas Hoffman & Company's TM Position: Q3 2026 in Review

Nicholas Hoffman & Company increased its Toyota (TM) stake by 1.1% in Q3 2026, buying an estimated $4.31K and bringing the position to 2,082 shares worth $381K. The position accounts for 0.01% of the portfolio, ranked #266.

Nicholas Hoffman & Company first reported a position in TM in Q2 2023 and has held it in 14 quarters since. The position peaked at $409K in Q1 2026. 323 funds tracked by Wall St. Rank hold TM as of Q3 2026.

  • Nicholas Hoffman & Company held 2,082 shares of Toyota worth $381K as of Q3 2026.
  • Nicholas Hoffman & Company bought 23 Toyota shares in Q3 2026, an estimated $4.31K.
  • Toyota made up 0.01% of Nicholas Hoffman & Company's portfolio in Q3 2026, its #266 holding.
  • Nicholas Hoffman & Company first reported a position in Toyota in Q2 2023 and has held it in 14 quarters since.
  • Nicholas Hoffman & Company's Toyota position peaked at $409K in Q1 2026.
  • 323 funds tracked by Wall St. Rank held Toyota as of Q3 2026.

Based on Nicholas Hoffman & Company's 13F filing for Q3 2026, filed 30 Oct 2026.