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Successful Portfolios’s Toyota TM Stock Holding History

Successful Portfolios’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 		$276K Hold
1,520
– – 0.13% 149
2026
Q2 		$265K Hold
1,520
– – 0.12% 154
2026
Q1 		$309K Hold
1,520
– – 0.17% 125
2025
Q4 		$337K Hold
1,520
– – 0.17% 120
2025
Q3 		$290K Hold
1,520
– – 0.17% 120
2025
Q2 		$262K Hold
1,520
– – 0.16% 128
2025
Q1 		$268K Hold
1,520
– – 0.18% 124
2024
Q4 		$296K Hold
1,520
– – 0.2% 103
2024
Q3 		$271K Hold
1,520
– – 0.18% 117
2024
Q2 		$312K Hold
1,520
– – 0.22% 96
2024
Q1 		$383K Hold
1,520
– – 0.26% 88
2023
Q4 		$279K Buy
+1,520
New +$277K 0.21% 114

Other funds holding TM

FFA
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
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

Successful Portfolios's TM Position: Q3 2026 in Review

Successful Portfolios held its Toyota (TM) position steady in Q3 2026 at 1,520 shares worth $276K. The position accounts for 0.13% of the portfolio, ranked #149.

Successful Portfolios first reported a position in TM in Q4 2023 and has held it in 12 quarters since. The position peaked at $383K in Q1 2024. 29 funds tracked by Wall St. Rank hold TM as of Q3 2026.

  • Successful Portfolios held 1,520 shares of Toyota worth $276K as of Q3 2026.
  • Successful Portfolios left its Toyota share count unchanged in Q3 2026.
  • Toyota made up 0.13% of Successful Portfolios's portfolio in Q3 2026, its #149 holding.
  • Successful Portfolios first reported a position in Toyota in Q4 2023 and has held it in 12 quarters since.
  • Successful Portfolios's Toyota position peaked at $383K in Q1 2024.
  • 29 funds tracked by Wall St. Rank held Toyota as of Q3 2026.

Based on Successful Portfolios's 13F filing for Q3 2026, filed 9 Oct 2026.