Carson Wealth (CWM LLC)’s Target TGT Stock Holding History

Carson Wealth (CWM LLC)’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
2022 Q2	–	Sell	-100	Closed	-$3K	–	4090
2022 Q1	$3K	Hold	100	–	–	﹤0.01%	3089
2021 Q4	$4K	Buy	+100	New	+$24.3K	﹤0.01%	2891
2021 Q2	$5K	Hold	100	–	–	﹤0.01%	2382
2021 Q1	$5K	Hold	100	–	–	﹤0.01%	2382
2020 Q4	$5K	Hold	100	–	–	﹤0.01%	2382
2020 Q3	$5K	Hold	100	–	–	﹤0.01%	2382
2020 Q2	$5K	Hold	100	–	–	﹤0.01%	2379
2020 Q1	$5K	Hold	100	–	–	﹤0.01%	2379
2019 Q4	$5K	Hold	100	–	–	﹤0.01%	2379
2019 Q3	$5K	Hold	100	–	–	﹤0.01%	2379
2019 Q2	$5K	Hold	100	–	–	﹤0.01%	2379
2019 Q1	$5K	Buy	+100	New	+$7.31K	﹤0.01%	2378

Other funds holding TGT

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TGT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Target (TGT) stake by 24% in Q1 2026, buying an estimated $2.26M and bringing the position to 104,299 shares worth $12.6M. The position accounts for 0.03% of the portfolio, ranked #464.

Carson Wealth (CWM LLC) first reported a position in TGT in Q4 2013 and has held it in 48 quarters since. The position peaked at $41.7M in Q2 2021. 1,843 funds tracked by Wall St. Rank hold TGT as of Q1 2026.

Carson Wealth (CWM LLC) held 104,299 shares of Target worth $12.6M as of Q1 2026.
Carson Wealth (CWM LLC) bought 20,005 Target shares in Q1 2026, an estimated $2.26M.
Target made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #464 holding.
Carson Wealth (CWM LLC) first reported a position in Target in Q4 2013 and has held it in 48 quarters since.
Carson Wealth (CWM LLC)'s Target position peaked at $41.7M in Q2 2021.
1,843 funds tracked by Wall St. Rank held Target as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.