SMA
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Sage Mountain Advisors’s Toyota TM Stock Holding History

Sage Mountain Advisors’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
-1,078
Closed -$231K – 538
2025
Q4 		$231K Buy
+1,078
New +$219K 0.01% 449
2024
Q4 		– Sell
-1,321
Closed -$236K – 515
2024
Q3 		$236K Buy
1,321
+61
+5% +$11.4K 0.02% 347
2024
Q2 		$258K Buy
1,260
+425
+51% +$94K 0.02% 289
2024
Q1 		$210K Buy
+835
New +$185K 0.02% 310

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Sage Mountain Advisors's TM Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Toyota (TM) in Q1 2026, closing a stake of 1,078 shares — an estimated $231K sold.

Sage Mountain Advisors first reported a position in TM in Q1 2024 and held it in 4 quarters. The position peaked at $258K in Q2 2024. 694 funds tracked by Wall St. Rank hold TM as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Toyota position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 1,078 Toyota shares in Q1 2026, an estimated $231K.
  • Sage Mountain Advisors first reported a position in Toyota in Q1 2024 and held it in 4 quarters.
  • Sage Mountain Advisors's Toyota position peaked at $258K in Q2 2024.
  • 694 funds tracked by Wall St. Rank held Toyota as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.