Portfolio Design Labs’s Toyota TM Stock Holding History

Portfolio Design Labs’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 Q1	–	Sell	-943	Closed	-$202K	–	241
2025 Q4	$202K	Buy	+943	New	+$191K	0.03%	202
2025 Q1	–	Sell	-1,502	Closed	-$292K	–	239
2024 Q4	$292K	Buy	+1,502	New	+$264K	0.06%	156

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

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

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

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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

Portfolio Design Labs's TM Position: Q1 2026 in Review

Portfolio Design Labs sold out of Toyota (TM) in Q1 2026, closing a stake of 943 shares — an estimated $202K sold.

Portfolio Design Labs first reported a position in TM in Q4 2024 and held it in 2 quarters. The position peaked at $292K in Q4 2024. 694 funds tracked by Wall St. Rank hold TM as of Q1 2026.

Portfolio Design Labs reported no remaining Toyota position as of Q1 2026 after selling out during the quarter.
Portfolio Design Labs sold 943 Toyota shares in Q1 2026, an estimated $202K.
Portfolio Design Labs first reported a position in Toyota in Q4 2024 and held it in 2 quarters.
Portfolio Design Labs's Toyota position peaked at $292K in Q4 2024.
694 funds tracked by Wall St. Rank held Toyota as of Q1 2026.

Based on Portfolio Design Labs's 13F filing for Q1 2026, filed 11 May 2026.