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BKM Wealth Management’s Target TGT Stock Holding History

BKM Wealth Management’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
-6,912
Closed -$934K – 165
2024
Q4 		$934K Sell
6,912
-444
-6% -$63.6K 0.38% 66
2024
Q3 		$1.15M Sell
7,356
-967
-12% -$144K 0.47% 62
2024
Q2 		$1.23M Buy
8,323
+1,145
+16% +$180K 0.59% 52
2024
Q1 		$1.27M Buy
7,178
+561
+8% +$85.3K 0.55% 59
2023
Q4 		$942K Buy
+6,617
New +$808K 0.4% 66

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 $3.37T AUM 44.26% 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

BKM Wealth Management's TGT Position: Q1 2025 in Review

BKM Wealth Management sold out of Target (TGT) in Q1 2025, closing a stake of 6,912 shares — an estimated $934K sold.

BKM Wealth Management first reported a position in TGT in Q4 2023 and held it in 5 quarters. The position peaked at $1.27M in Q1 2024. 1,828 funds tracked by Wall St. Rank hold TGT as of Q1 2025.

  • BKM Wealth Management reported no remaining Target position as of Q1 2025 after selling out during the quarter.
  • BKM Wealth Management sold 6,912 Target shares in Q1 2025, an estimated $934K.
  • BKM Wealth Management first reported a position in Target in Q4 2023 and held it in 5 quarters.
  • BKM Wealth Management's Target position peaked at $1.27M in Q1 2024.
  • 1,828 funds tracked by Wall St. Rank held Target as of Q1 2025.

Based on BKM Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.