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 Q3	$201K	Buy	+1,080	New	+$203K	0.01%	461
2026 Q2	–	Sell	-1,072	Closed	-$225K	–	2217
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GIC

Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

HJIM

Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return

MPPW

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $277M AUM 23.93% 1-Year Est. Return

Sound Income Strategies's TM Position: Q3 2026 in Review

Sound Income Strategies opened a new position in Toyota (TM) in Q3 2026: 1,080 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #461 among its holdings. This is a return to the name: Sound Income Strategies previously reported a position in TM as recently as Q1 2026.

Sound Income Strategies first reported a position in TM in Q2 2018 and has held it in 23 quarters since. The position peaked at $253K in Q4 2025. 77 funds tracked by Wall St. Rank hold TM as of Q3 2026.

Sound Income Strategies held 1,080 shares of Toyota worth $201K as of Q3 2026.
Toyota was a new Sound Income Strategies position in Q3 2026.
Toyota made up 0.01% of Sound Income Strategies's portfolio in Q3 2026, its #461 holding.
Sound Income Strategies first reported a position in Toyota in Q2 2018 and has held it in 23 quarters since.
Sound Income Strategies's Toyota position peaked at $253K in Q4 2025.
77 funds tracked by Wall St. Rank held Toyota as of Q3 2026.

Based on Sound Income Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.