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Bell & Brown Wealth Advisors’s Target TGT Stock Holding History

Bell & Brown Wealth 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
Q3 		– Sell
-500
Closed -$49.3K – 74
2025
Q2 		$49.3K Buy
+500
New +$48K 0.02% 70

Other funds holding TGT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bell & Brown Wealth Advisors's TGT Position: Q1 2026 in Review

Bell & Brown Wealth Advisors reduced its Target (TGT) stake by 3.8% in Q1 2026, selling an estimated $86.5K and leaving 19,197 shares worth $2.33M. The position accounts for 0.76% of the portfolio, ranked #48.

Bell & Brown Wealth Advisors first reported a position in TGT in Q4 2017 and has held it in 29 quarters since. The position peaked at $3.96M in Q3 2021. 1,839 funds tracked by Wall St. Rank hold TGT as of Q1 2026.

  • Bell & Brown Wealth Advisors held 19,197 shares of Target worth $2.33M as of Q1 2026.
  • Bell & Brown Wealth Advisors sold 767 Target shares in Q1 2026, an estimated $86.5K.
  • Target made up 0.76% of Bell & Brown Wealth Advisors's portfolio in Q1 2026, its #48 holding.
  • Bell & Brown Wealth Advisors first reported a position in Target in Q4 2017 and has held it in 29 quarters since.
  • Bell & Brown Wealth Advisors's Target position peaked at $3.96M in Q3 2021.
  • 1,839 funds tracked by Wall St. Rank held Target as of Q1 2026.

Based on Bell & Brown Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.