SGI
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Summit Global Investments’s Toyota TM Stock Holding History

Summit Global Investments’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 		– Sell
-1,187
Closed -$245K – 558
2026
Q1 		$245K Sell
1,187
-908
-43% -$205K 0.01% 454
2025
Q4 		$449K Buy
2,095
+544
+35% +$110K 0.03% 342
2025
Q3 		$296K Buy
+1,551
New +$292K 0.02% 398
2024
Q3 		– Sell
-5,900
Closed -$1.21M – 585
2024
Q2 		$1.21M Sell
5,900
-3,313
-36% -$733K 0.08% 204
2024
Q1 		$2.32M Sell
9,213
-3,004
-25% -$665K 0.17% 106
2023
Q4 		$2.24M Buy
12,217
+2
+0% +$365 0.15% 119
2023
Q3 		$2.2M Sell
12,215
-501
-4% -$85.5K 0.15% 123
2023
Q2 		$2.04M Sell
12,716
-1,267
-9% -$182K 0.14% 133
2023
Q1 		$1.98M Sell
13,983
-66
-0.5% -$9.28K 0.15% 133
2022
Q4 		$1.92M Buy
14,049
+82
+0.6% +$11.4K 0.16% 138
2022
Q3 		$1.82M Buy
13,967
+8,477
+154% +$1.29M 0.17% 134
2022
Q2 		$846K Hold
5,490
– – 0.07% 242
2022
Q1 		$990K Buy
+5,490
New +$1.03M 0.07% 240
2021
Q1 		– Sell
-4,257
Closed -$658K – 574
2020
Q4 		$658K Buy
4,257
+986
+30% +$138K 0.07% 176
2020
Q3 		$433K Buy
+3,271
New +$425K 0.04% 194

Other funds holding TM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

Summit Global Investments's TM Position: Q2 2026 in Review

Summit Global Investments sold out of Toyota (TM) in Q2 2026, closing a stake of 1,187 shares — an estimated $245K sold.

Summit Global Investments first reported a position in TM in Q3 2020 and held it in 15 quarters. The position peaked at $2.32M in Q1 2024. 277 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Summit Global Investments reported no remaining Toyota position as of Q2 2026 after selling out during the quarter.
  • Summit Global Investments sold 1,187 Toyota shares in Q2 2026, an estimated $245K.
  • Summit Global Investments first reported a position in Toyota in Q3 2020 and held it in 15 quarters.
  • Summit Global Investments's Toyota position peaked at $2.32M in Q1 2024.
  • 277 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.