Summit Trail Advisors’s Toyota TM Stock Holding History

Summit Trail Advisors’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 Q2	$1.18M	Sell	7,029 -1,105	-14%	-$209K	0.01%	905
2026 Q1	$1.68M	Buy	+8,134	New	+$1.84M	0.02%	658
2025 Q4	–	Sell	-1,664	Closed	-$318K	–	1374
2025 Q3	$318K	Buy	1,664 +292	+21%	+$55K	﹤0.01%	1195
2025 Q2	$236K	Buy	+1,372	New	+$248K	﹤0.01%	999
2024 Q4	–	Sell	-1,558	Closed	-$278K	–	726
2024 Q3	$278K	Sell	1,558 -96	-6%	-$17.9K	0.01%	569
2024 Q2	$339K	Buy	1,654 +439	+36%	+$97.1K	0.01%	452
2024 Q1	$306K	Buy	1,215 +101	+9%	+$22.4K	0.01%	453
2023 Q4	$204K	Buy	+1,114	New	+$203K	0.01%	499
2018 Q2	–	Sell	-2,098	Closed	-$280K	–	666
2018 Q1	$280K	Sell	2,098 -5	-0.2%	-$670	0.05%	293
2017 Q4	$291K	Buy	+2,103	New	+$262K	0.04%	327

Other funds holding TM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Summit Trail Advisors's TM Position: Q2 2026 in Review

Summit Trail Advisors reduced its Toyota (TM) stake by 14% in Q2 2026, selling an estimated $209K and leaving 7,029 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #905.

Summit Trail Advisors first reported a position in TM in Q4 2017 and has held it in 10 quarters since. The position peaked at $1.68M in Q1 2026. 642 funds tracked by Wall St. Rank hold TM as of Q2 2026.

Summit Trail Advisors held 7,029 shares of Toyota worth $1.18M as of Q2 2026.
Summit Trail Advisors sold 1,105 Toyota shares in Q2 2026, an estimated $209K.
Toyota made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #905 holding.
Summit Trail Advisors first reported a position in Toyota in Q4 2017 and has held it in 10 quarters since.
Summit Trail Advisors's Toyota position peaked at $1.68M in Q1 2026.
642 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.