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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 $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 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

Wilkinson Global Asset Management's TM Position: Q3 2025 in Review

Wilkinson Global Asset Management sold out of Toyota (TM) in Q3 2025, closing a stake of 8,035 shares — an estimated $1.38M sold.

Wilkinson Global Asset Management first reported a position in TM in Q1 2021 and held it in 18 quarters. The position peaked at $85.5M in Q1 2024. 625 funds tracked by Wall St. Rank hold TM as of Q3 2025.

  • Wilkinson Global Asset Management reported no remaining Toyota position as of Q3 2025 after selling out during the quarter.
  • Wilkinson Global Asset Management sold 8,035 Toyota shares in Q3 2025, an estimated $1.38M.
  • Wilkinson Global Asset Management first reported a position in Toyota in Q1 2021 and held it in 18 quarters.
  • Wilkinson Global Asset Management's Toyota position peaked at $85.5M in Q1 2024.
  • 625 funds tracked by Wall St. Rank held Toyota as of Q3 2025.

Based on Wilkinson Global Asset Management's 13F filing for Q3 2025, filed 4 Nov 2025.