Sound Income Strategies’s Toyota TM Stock Holding History

Sound Income Strategies’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	$225K	Sell	1,072 -23	-2%	-$5.2K	0.01%	387
2025 Q4	$253K	Buy	1,095 +194	+22%	+$39.4K	0.01%	363
2025 Q3	$173K	Sell	901 -57	-6%	-$10.7K	0.01%	311
2025 Q2	$165K	Buy	958 +890	+1,309%	+$161K	0.01%	304
2025 Q1	$12K	Buy	68 +9	+15%	+$1.68K	﹤0.01%	855
2024 Q4	$11.5K	Hold	59	–	–	﹤0.01%	811
2024 Q3	$10.5K	Hold	59	–	–	﹤0.01%	775
2024 Q2	$12.1K	Buy	59 +3	+5%	+$664	﹤0.01%	739
2024 Q1	$14.1K	Sell	56 -10	-15%	-$2.21K	﹤0.01%	663
2023 Q4	$12.1K	Buy	66 +10	+18%	+$1.82K	﹤0.01%	699
2023 Q3	$10.1K	Hold	56	–	–	﹤0.01%	592
2023 Q2	$9K	Hold	56	–	–	﹤0.01%	592
2023 Q1	$7.93K	Hold	56	–	–	﹤0.01%	611
2022 Q4	$7.65K	Hold	56	–	–	﹤0.01%	572
2022 Q3	$7K	Hold	56	–	–	﹤0.01%	538
2022 Q2	$9K	Hold	56	–	–	﹤0.01%	491
2022 Q1	$10K	Hold	56	–	–	﹤0.01%	485
2021 Q4	$10K	Hold	56	–	–	﹤0.01%	484
2021 Q3	$10K	Hold	56	–	–	﹤0.01%	464
2021 Q2	$10K	Hold	56	–	–	﹤0.01%	488
2021 Q1	$8.74K	Buy	+56	New	+$8.47K	﹤0.01%	519
2018 Q3	–	Sell	-1	Closed	–	–	855
2018 Q2	$0	Buy	+1	New	+$132	﹤0.01%	780

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

Sound Income Strategies's TM Position: Q1 2026 in Review

Sound Income Strategies reduced its Toyota (TM) stake by 2.1% in Q1 2026, selling an estimated $5.2K and leaving 1,072 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #387.

Sound Income Strategies first reported a position in TM in Q2 2018 and has held it in 22 quarters since. The position peaked at $253K in Q4 2025. 694 funds tracked by Wall St. Rank hold TM as of Q1 2026.

Sound Income Strategies held 1,072 shares of Toyota worth $225K as of Q1 2026.
Sound Income Strategies sold 23 Toyota shares in Q1 2026, an estimated $5.2K.
Toyota made up 0.01% of Sound Income Strategies's portfolio in Q1 2026, its #387 holding.
Sound Income Strategies first reported a position in Toyota in Q2 2018 and has held it in 22 quarters since.
Sound Income Strategies's Toyota position peaked at $253K in Q4 2025.
694 funds tracked by Wall St. Rank held Toyota as of Q1 2026.

Based on Sound Income Strategies's 13F filing for Q1 2026, filed 27 Apr 2026.