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Beaumont Financial Advisors’s Target TGT Stock Holding History

Beaumont Financial Advisors’s Portfolio TGT Stock Details TGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,626
Closed -$220K – 385
2024
Q4 		$220K Sell
1,626
-12
-0.7% -$1.72K 0.02% 340
2024
Q3 		$255K Sell
1,638
-15
-0.9% -$2.23K 0.02% 298
2024
Q2 		$245K Sell
1,653
-189
-10% -$29.7K 0.02% 310
2024
Q1 		$326K Sell
1,842
-12
-0.6% -$1.83K 0.03% 262
2023
Q4 		$264K Buy
+1,854
New +$226K 0.02% 285
2023
Q3 		– Sell
-1,660
Closed -$219K – 352
2023
Q2 		$219K Buy
+1,660
New +$246K 0.02% 312
2023
Q1 		– Sell
-1,564
Closed -$233K – 339
2022
Q4 		$233K Buy
1,564
+174
+13% +$27.3K 0.02% 287
2022
Q3 		$206K Buy
+1,390
New +$223K 0.02% 291
2022
Q2 		– Sell
-1,480
Closed -$314K – 363
2022
Q1 		$314K Buy
1,480
+573
+63% +$124K 0.02% 274
2021
Q4 		$210K Buy
907
+1
+0.1% +$243 0.02% 339
2021
Q3 		$207K Buy
906
+1
+0.1% +$251 0.02% 344
2021
Q2 		$219K Buy
+905
New +$198K 0.02% 346

Other funds holding TGT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Beaumont Financial Advisors's TGT Position: Q1 2025 in Review

Beaumont Financial Advisors sold out of Target (TGT) in Q1 2025, closing a stake of 1,626 shares — an estimated $220K sold.

Beaumont Financial Advisors first reported a position in TGT in Q2 2021 and held it in 12 quarters. The position peaked at $326K in Q1 2024. 1,830 funds tracked by Wall St. Rank hold TGT as of Q1 2025.

  • Beaumont Financial Advisors reported no remaining Target position as of Q1 2025 after selling out during the quarter.
  • Beaumont Financial Advisors sold 1,626 Target shares in Q1 2025, an estimated $220K.
  • Beaumont Financial Advisors first reported a position in Target in Q2 2021 and held it in 12 quarters.
  • Beaumont Financial Advisors's Target position peaked at $326K in Q1 2024.
  • 1,830 funds tracked by Wall St. Rank held Target as of Q1 2025.

Based on Beaumont Financial Advisors's 13F filing for Q1 2025, filed 12 May 2025.