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 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 $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 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