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Synergy Investment Management’s Toyota TM Stock Holding History

Synergy Investment Management’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 		$6.6K Buy
37
+15
+68% +$2.84K ﹤0.01% 694
2026
Q1 		$4.53K Buy
+22
New +$4.97K ﹤0.01% 595
2025
Q2 		– Sell
-22
Closed -$3.88K – 520
2025
Q1 		$3.88K Hold
22
– – ﹤0.01% 482
2024
Q4 		$4.28K Buy
+22
New +$3.87K ﹤0.01% 481

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

Synergy Investment Management's TM Position: Q2 2026 in Review

Synergy Investment Management increased its Toyota (TM) stake by 68% in Q2 2026, buying an estimated $2.84K and bringing the position to 37 shares worth $6.6K. The position accounts for ﹤0.01% of the portfolio, ranked #694.

Synergy Investment Management first reported a position in TM in Q4 2024 and has held it in 4 quarters since. 644 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Synergy Investment Management held 37 shares of Toyota worth $6.6K as of Q2 2026.
  • Synergy Investment Management bought 15 Toyota shares in Q2 2026, an estimated $2.84K.
  • Toyota made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #694 holding.
  • Synergy Investment Management first reported a position in Toyota in Q4 2024 and has held it in 4 quarters since.
  • 644 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.