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Summit Securities Group’s Toyota TM Stock Holding History

Summit Securities Group’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 		$269K Sell
1,600
-1,000
-38% -$189K 0.03% 239
2026
Q1 		$536K Buy
+2,600
New +$588K 0.07% 140
2025
Q4 		– Sell
-1,025
Closed -$196K – 1250
2025
Q3 		$196K Buy
+1,025
New +$193K 0.04% 273
2024
Q2 		– Sell
-1,400
Closed -$352K – 795
2024
Q1 		$352K Buy
+1,400
New +$310K 0.06% 120
2023
Q4 		– Sell
-13,000
Closed -$2.34M – 913
2023
Q3 		$2.34M Buy
+13,000
New +$2.22M 0.24% 50
2023
Q1 		– Sell
-2,000
Closed -$273K – 1284
2022
Q4 		$273K Hold
2,000
– – 0.01% 419
2022
Q3 		$261K Sell
2,000
-100
-5% -$15.2K 0.02% 375
2022
Q2 		$324K Sell
2,100
-200
-9% -$33.1K 0.04% 238
2022
Q1 		$415K Buy
2,300
+800
+53% +$150K 0.05% 250
2021
Q4 		$278K Sell
1,500
-27,675
-95% -$4.98M 0.01% 515
2021
Q3 		$5.19M Buy
29,175
+24,375
+508% +$4.35M 0.4% 59
2021
Q2 		$839K Sell
4,800
-1,800
-27% -$295K 0.07% 285
2021
Q1 		$1.03M Buy
+6,600
New +$998K 0.11% 195
2017
Q4 		– Sell
-3,700
Closed -$441K – 254
2017
Q3 		$441K Buy
+3,700
New +$420K 0.08% 119

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

Summit Securities Group's TM Position: Q2 2026 in Review

Summit Securities Group reduced its Toyota (TM) stake by 38% in Q2 2026, selling an estimated $189K and leaving 1,600 shares worth $269K. The position accounts for 0.03% of the portfolio, ranked #239.

Summit Securities Group first reported a position in TM in Q3 2017 and has held it in 14 quarters since. The position peaked at $5.19M in Q3 2021. 642 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Summit Securities Group held 1,600 shares of Toyota worth $269K as of Q2 2026.
  • Summit Securities Group sold 1,000 Toyota shares in Q2 2026, an estimated $189K.
  • Toyota made up 0.03% of Summit Securities Group's portfolio in Q2 2026, its #239 holding.
  • Summit Securities Group first reported a position in Toyota in Q3 2017 and has held it in 14 quarters since.
  • Summit Securities Group's Toyota position peaked at $5.19M in Q3 2021.
  • 642 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

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