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Stamos Capital Partners’s Toyota TM Stock Holding History

Stamos Capital Partners’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 		$10.8M Buy
52,600
+2,035
+4% +$460K 1.69% 8
2025
Q4 		$10.8M Sell
50,565
-4,527
-8% -$918K 1.74% 8
2025
Q3 		$10.5M Buy
55,092
+12,986
+31% +$2.45M 1.99% 8
2025
Q2 		$7.25M Buy
42,106
+20,330
+93% +$3.68M 1.3% 17
2025
Q1 		$3.84M Sell
21,776
-3,534
-14% -$658K 1.01% 24
2024
Q4 		$4.93M Sell
25,310
-11,620
-31% -$2.04M 1.16% 20
2024
Q3 		$6.59M Buy
36,930
+16,500
+81% +$3.08M 1.55% 15
2024
Q2 		$4.19M Buy
20,430
+4,680
+30% +$1.04M 0.89% 26
2024
Q1 		$3.96M Sell
15,750
-3,040
-16% -$673K 0.9% 26
2023
Q4 		$3.45M Buy
18,790
+4,940
+36% +$901K 0.93% 22
2023
Q3 		$2.49M Sell
13,850
-9,030
-39% -$1.54M 0.55% 56
2023
Q2 		$3.68M Buy
22,880
+4,670
+26% +$672K 0.86% 29
2023
Q1 		$2.58M Buy
+18,210
New +$2.56M 0.67% 53
2022
Q4 		– Sell
-7,400
Closed -$964K – 182
2022
Q3 		$964K Sell
7,400
-11,660
-61% -$1.77M 0.25% 83
2022
Q2 		$2.94M Buy
19,060
+4,400
+30% +$727K 0.89% 31
2022
Q1 		$2.64M Buy
14,660
+9,260
+171% +$1.73M 0.88% 31
2021
Q4 		$1M Buy
+5,400
New +$971K 0.46% 51

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

Stamos Capital Partners's TM Position: Q1 2026 in Review

Stamos Capital Partners increased its Toyota (TM) stake by 4% in Q1 2026, buying an estimated $460K and bringing the position to 52,600 shares worth $10.8M. The position accounts for 1.69% of the portfolio, ranked #8.

Stamos Capital Partners first reported a position in TM in Q4 2021 and has held it in 17 quarters since. 695 funds tracked by Wall St. Rank hold TM as of Q1 2026.

  • Stamos Capital Partners held 52,600 shares of Toyota worth $10.8M as of Q1 2026.
  • Stamos Capital Partners bought 2,035 Toyota shares in Q1 2026, an estimated $460K.
  • Toyota made up 1.69% of Stamos Capital Partners's portfolio in Q1 2026, its #8 holding.
  • Stamos Capital Partners first reported a position in Toyota in Q4 2021 and has held it in 17 quarters since.
  • 695 funds tracked by Wall St. Rank held Toyota as of Q1 2026.

Based on Stamos Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.