Summit Securities Group
TM icon

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 $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Cullen Capital Management
Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Summit Securities Group's TM Position: Q3 2026 in Review

Summit Securities Group increased its Toyota (TM) stake by 325% in Q3 2026, buying an estimated $975K and bringing the position to 6,800 shares worth $1.25M. The position accounts for 0.12% of the portfolio, ranked #110.

Summit Securities Group first reported a position in TM in Q3 2017 and has held it in 15 quarters since. The position peaked at $5.19M in Q3 2021. 556 funds tracked by Wall St. Rank hold TM as of Q3 2026.

  • Summit Securities Group held 6,800 shares of Toyota worth $1.25M as of Q3 2026.
  • Summit Securities Group bought 5,200 Toyota shares in Q3 2026, an estimated $975K.
  • Toyota made up 0.12% of Summit Securities Group's portfolio in Q3 2026, its #110 holding.
  • Summit Securities Group first reported a position in Toyota in Q3 2017 and has held it in 15 quarters since.
  • Summit Securities Group's Toyota position peaked at $5.19M in Q3 2021.
  • 556 funds tracked by Wall St. Rank held Toyota as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.