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Sigma Planning Corp’s Toyota TM Stock Holding History

Sigma Planning Corp’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 		– Sell
-987
Closed -$203K – 1469
2026
Q1 		$203K Sell
987
-639
-39% -$144K 0.01% 1240
2025
Q4 		$348K Buy
1,626
+278
+21% +$56.4K 0.01% 952
2025
Q3 		$258K Buy
1,348
+6
+0.4% +$1.13K 0.01% 1092
2025
Q2 		$231K Sell
1,342
-680
-34% -$123K 0.01% 1107
2025
Q1 		$357K Sell
2,022
-182
-8% -$33.9K 0.01% 871
2024
Q4 		$429K Sell
2,204
-8
-0.4% -$1.41K 0.01% 796
2024
Q3 		$395K Buy
+2,212
New +$413K 0.01% 831
2019
Q2 		– Sell
-1,861
Closed -$220K – 1050
2019
Q1 		$220K Hold
1,861
– – 0.01% 812
2018
Q4 		$216K Buy
+1,861
New +$220K 0.02% 736

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

Sigma Planning Corp's TM Position: Q2 2026 in Review

Sigma Planning Corp sold out of Toyota (TM) in Q2 2026, closing a stake of 987 shares — an estimated $203K sold.

Sigma Planning Corp first reported a position in TM in Q4 2018 and held it in 9 quarters. The position peaked at $429K in Q4 2024. 642 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Sigma Planning Corp reported no remaining Toyota position as of Q2 2026 after selling out during the quarter.
  • Sigma Planning Corp sold 987 Toyota shares in Q2 2026, an estimated $203K.
  • Sigma Planning Corp first reported a position in Toyota in Q4 2018 and held it in 9 quarters.
  • Sigma Planning Corp's Toyota position peaked at $429K in Q4 2024.
  • 642 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.