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West Family Investments’s Toyota TM Stock Holding History

West Family Investments’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
Q1 		$520K Sell
2,523
-881
-26% -$199K 0.18% 101
2025
Q4 		$729K Sell
3,404
-805
-19% -$163K 0.17% 117
2025
Q3 		$804K Sell
4,209
-339
-7% -$63.9K 0.18% 110
2025
Q2 		$783K Buy
4,548
+1,361
+43% +$246K 0.2% 105
2025
Q1 		$563K Sell
3,187
-661
-17% -$123K 0.21% 93
2024
Q4 		$749K Buy
3,848
+339
+10% +$59.6K 0.26% 77
2024
Q3 		$627K Buy
3,509
+1,125
+47% +$210K 0.21% 96
2024
Q2 		$489K Sell
2,384
-301
-11% -$66.6K 0.15% 113
2024
Q1 		$676K Buy
2,685
+301
+13% +$66.6K 0.21% 85
2023
Q4 		$437K Hold
2,384
– – 0.15% 110
2023
Q3 		$429K Buy
2,384
+268
+13% +$45.8K 0.15% 107
2023
Q2 		$340K Sell
2,116
-825
-28% -$119K 0.13% 140
2023
Q1 		$417K Buy
+2,941
New +$413K 0.17% 101
2022
Q4 		– Sell
-4,523
Closed -$589K – 263
2022
Q3 		$589K Sell
4,523
-2,839
-39% -$430K 0.25% 84
2022
Q2 		$1.14M Sell
7,362
-3,928
-35% -$649K 0.45% 44
2022
Q1 		$2.04M Sell
11,290
-191
-2% -$35.7K 0.58% 31
2021
Q4 		$2.13M Sell
11,481
-364
-3% -$65.5K 0.58% 31
2021
Q3 		$2.1M Buy
11,845
+385
+3% +$68.7K 0.55% 30
2021
Q2 		$2M Buy
+11,460
New +$1.88M 0.54% 27

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

West Family Investments's TM Position: Q1 2026 in Review

West Family Investments reduced its Toyota (TM) stake by 26% in Q1 2026, selling an estimated $199K and leaving 2,523 shares worth $520K. The position accounts for 0.18% of the portfolio, ranked #101.

West Family Investments first reported a position in TM in Q2 2021 and has held it in 19 quarters since. The position peaked at $2.13M in Q4 2021. 695 funds tracked by Wall St. Rank hold TM as of Q1 2026.

  • West Family Investments held 2,523 shares of Toyota worth $520K as of Q1 2026.
  • West Family Investments sold 881 Toyota shares in Q1 2026, an estimated $199K.
  • Toyota made up 0.18% of West Family Investments's portfolio in Q1 2026, its #101 holding.
  • West Family Investments first reported a position in Toyota in Q2 2021 and has held it in 19 quarters since.
  • West Family Investments's Toyota position peaked at $2.13M in Q4 2021.
  • 695 funds tracked by Wall St. Rank held Toyota as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.