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PDS Planning’s Toyota TM Stock Holding History

PDS Planning’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 		$703K Sell
4,175
-411
-9% -$77.9K 0.04% 225
2026
Q1 		$945K Buy
4,586
+93
+2% +$21K 0.06% 147
2025
Q4 		$962K Buy
4,493
+592
+15% +$120K 0.06% 145
2025
Q3 		$745K Buy
3,901
+463
+13% +$87.3K 0.05% 179
2025
Q2 		$592K Sell
3,438
-203
-6% -$36.7K 0.04% 204
2025
Q1 		$643K Buy
3,641
+517
+17% +$96.2K 0.05% 174
2024
Q4 		$608K Sell
3,124
-438
-12% -$77.1K 0.05% 159
2024
Q3 		$636K Buy
3,562
+43
+1% +$8.03K 0.06% 153
2024
Q2 		$721K Buy
3,519
+360
+11% +$79.6K 0.07% 115
2024
Q1 		$795K Buy
3,159
+392
+14% +$86.8K 0.08% 103
2023
Q4 		$507K Sell
2,767
-27
-1% -$4.92K 0.06% 145
2023
Q3 		$502K Buy
2,794
+192
+7% +$32.8K 0.07% 129
2023
Q2 		$418K Sell
2,602
-695
-21% -$100K 0.05% 157
2023
Q1 		$467K Buy
3,297
+1,511
+85% +$212K 0.06% 129
2022
Q4 		$244K Buy
1,786
+53
+3% +$7.39K 0.04% 169
2022
Q3 		$226K Sell
1,733
-186
-10% -$28.2K 0.04% 164
2022
Q2 		$296K Buy
1,919
+206
+12% +$34.1K 0.05% 143
2022
Q1 		$309K Buy
1,713
+48
+3% +$8.98K 0.05% 142
2021
Q4 		$309K Buy
1,665
+42
+3% +$7.55K 0.06% 134
2021
Q3 		$288K Buy
1,623
+30
+2% +$5.36K 0.07% 136
2021
Q2 		$279K Sell
1,593
-631
-28% -$104K 0.07% 135
2021
Q1 		$347K Buy
2,224
+277
+14% +$41.9K 0.1% 107
2020
Q4 		$301K Buy
+1,947
New +$272K 0.1% 107

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

PDS Planning's TM Position: Q2 2026 in Review

PDS Planning reduced its Toyota (TM) stake by 9% in Q2 2026, selling an estimated $77.9K and leaving 4,175 shares worth $703K. The position accounts for 0.04% of the portfolio, ranked #225.

PDS Planning first reported a position in TM in Q4 2020 and has held it in 23 quarters since. The position peaked at $962K in Q4 2025. 642 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • PDS Planning held 4,175 shares of Toyota worth $703K as of Q2 2026.
  • PDS Planning sold 411 Toyota shares in Q2 2026, an estimated $77.9K.
  • Toyota made up 0.04% of PDS Planning's portfolio in Q2 2026, its #225 holding.
  • PDS Planning first reported a position in Toyota in Q4 2020 and has held it in 23 quarters since.
  • PDS Planning's Toyota position peaked at $962K in Q4 2025.
  • 642 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.