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
2023 Q4	–	Sell	-6,000	Closed	-$1.08M	–	914
2023 Q3	$1.08M	Buy	+6,000	New	+$1.02M	0.11%	88
2021 Q4	–	Sell	-71	Closed	-$1.26M	–	943
2021 Q3	$1.26M	Buy	+71	New	+$12.7K	0.1%	219
2021 Q2	–	Sell	-18	Closed	-$281K	–	872
2021 Q1	$281K	Sell	18 -22	-55%	-$3.33K	0.03%	452
2020 Q4	$618K	Buy	+40	New	+$5.59K	0.05%	313
2020 Q2	–	Sell	-30	Closed	-$360K	–	478
2020 Q1	$360K	Buy	+30	New	+$4K	0.06%	184

Other funds holding TM

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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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.