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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
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

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

Successful Portfolios's TM Position: Q2 2026 in Review

Successful Portfolios held its Toyota (TM) position steady in Q2 2026 at 1,520 shares worth $265K. The position accounts for 0.12% of the portfolio, ranked #154.

Successful Portfolios first reported a position in TM in Q4 2023 and has held it in 11 quarters since. The position peaked at $383K in Q1 2024. 640 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Successful Portfolios held 1,520 shares of Toyota worth $265K as of Q2 2026.
  • Successful Portfolios left its Toyota share count unchanged in Q2 2026.
  • Toyota made up 0.12% of Successful Portfolios's portfolio in Q2 2026, its #154 holding.
  • Successful Portfolios first reported a position in Toyota in Q4 2023 and has held it in 11 quarters since.
  • Successful Portfolios's Toyota position peaked at $383K in Q1 2024.
  • 640 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.