Wilkinson Global Asset Management’s Toyota TM Stock Holding History

Wilkinson Global Asset 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
2025 Q3	–	Sell	-8,035	Closed	-$1.38M	–	72
2025 Q2	$1.38M	Sell	8,035 -286,427	-97%	-$51.8M	0.09%	39
2025 Q1	$52M	Sell	294,462 -6,051	-2%	-$1.13M	3.25%	14
2024 Q4	$58.5M	Sell	300,513 -5,220	-2%	-$918K	3.59%	10
2024 Q3	$54.6M	Sell	305,733 -9,318	-3%	-$1.74M	3.29%	12
2024 Q2	$64.6M	Sell	315,051 -24,489	-7%	-$5.42M	4.04%	10
2024 Q1	$85.5M	Sell	339,540 -18,985	-5%	-$4.2M	5.37%	4
2023 Q4	$65.7M	Buy	358,525 +365	+0.1%	+$66.5K	4.54%	8
2023 Q3	$64.4M	Sell	358,160 -363	-0.1%	-$62K	4.93%	8
2023 Q2	$57.6M	Sell	358,523 -3,308	-0.9%	-$476K	4.38%	9
2023 Q1	$51.3M	Buy	361,831 +40,066	+12%	+$5.63M	4.06%	11
2022 Q4	$43.9M	Sell	321,765 -61,600	-16%	-$8.59M	3.66%	11
2022 Q3	$49.9M	Buy	383,365 +286	+0.1%	+$43.4K	4.5%	9
2022 Q2	$59.1M	Sell	383,079 -4,430	-1%	-$732K	5.03%	8
2022 Q1	$69.8M	Buy	387,509 +134,980	+53%	+$25.2M	4.5%	8
2021 Q4	$46.8M	Buy	252,529 +3,775	+2%	+$679K	2.59%	14
2021 Q3	$44.2M	Sell	248,754 -821	-0.3%	-$147K	2.69%	14
2021 Q2	$43.6M	Buy	249,575 +6,408	+3%	+$1.05M	2.58%	16
2021 Q1	$37.9M	Buy	+243,167	New	+$36.8M	2.4%	15

Other funds holding TM

Fisher Asset Management

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Natixis Advisors

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Stifel Financial

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

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return