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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
2021
Q1 		– Sell
-40
Closed -$618K – 769
2020
Q4 		$618K Buy
+40
New +$5.59K 0.05% 312

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.