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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 $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
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
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

Summit Securities Group's TM Position: Q1 2026 in Review

Summit Securities Group opened a new position in Toyota (TM) in Q1 2026: 2,600 shares worth $536K. The stake represents 0.07% of the portfolio and ranks #140 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in TM as recently as Q3 2025.

Summit Securities Group first reported a position in TM in Q3 2017 and has held it in 13 quarters since. The position peaked at $5.19M in Q3 2021. 694 funds tracked by Wall St. Rank hold TM as of Q1 2026.

  • Summit Securities Group held 2,600 shares of Toyota worth $536K as of Q1 2026.
  • Toyota was a new Summit Securities Group position in Q1 2026.
  • Toyota made up 0.07% of Summit Securities Group's portfolio in Q1 2026, its #140 holding.
  • Summit Securities Group first reported a position in Toyota in Q3 2017 and has held it in 13 quarters since.
  • Summit Securities Group's Toyota position peaked at $5.19M in Q3 2021.
  • 694 funds tracked by Wall St. Rank held Toyota as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.