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CFM Wealth Partners’s Target TGT Stock Holding History

CFM Wealth Partners’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
-3,307
Closed -$326K – 152
2025
Q2 		$326K Buy
3,307
+200
+6% +$19.2K 0.05% 116
2025
Q1 		$324K Buy
3,107
+135
+5% +$16.9K 0.06% 114
2024
Q4 		$402K Buy
2,972
+147
+5% +$21.1K 0.07% 104
2024
Q3 		$440K Buy
2,825
+33
+1% +$4.92K 0.08% 104
2024
Q2 		$413K Hold
2,792
– – 0.08% 108
2024
Q1 		$495K Sell
2,792
-100
-3% -$15.2K 0.1% 109
2023
Q4 		$412K Sell
2,892
-392
-12% -$47.9K 0.09% 123
2023
Q3 		$363K Sell
3,284
-100
-3% -$12.7K 0.1% 115
2023
Q2 		$446K Buy
3,384
+262
+8% +$38.9K 0.11% 119
2023
Q1 		$517K Hold
3,122
– – 0.14% 105
2022
Q4 		$465K Sell
3,122
-73
-2% -$11.5K 0.14% 112
2022
Q3 		$474K Sell
3,195
-100
-3% -$16K 0.15% 101
2022
Q2 		$465K Buy
3,295
+240
+8% +$46K 0.14% 111
2022
Q1 		$648K Sell
3,055
-40
-1% -$8.65K 0.16% 97
2021
Q4 		$718K Buy
3,095
+37
+1% +$9K 0.16% 96
2021
Q3 		$699K Buy
3,058
+45
+1% +$11.3K 0.18% 93
2021
Q2 		$728K Sell
3,013
-113
-4% -$24.7K 0.19% 84
2021
Q1 		$619K Hold
3,126
– – 0.19% 89
2020
Q4 		$552K Sell
3,126
-228
-7% -$38K 0.18% 84
2020
Q3 		$527K Hold
3,354
– – 0.19% 83
2020
Q2 		$402K Sell
3,354
-900
-21% -$103K 0.15% 92
2020
Q1 		$395K Buy
4,254
+434
+11% +$48.2K 0.18% 84
2019
Q4 		$444K Buy
+3,820
New +$448K 0.16% 97

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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CFM Wealth Partners's TGT Position: Q3 2025 in Review

CFM Wealth Partners sold out of Target (TGT) in Q3 2025, closing a stake of 3,307 shares — an estimated $326K sold.

CFM Wealth Partners first reported a position in TGT in Q4 2019 and held it in 23 quarters. The position peaked at $728K in Q2 2021. 1,645 funds tracked by Wall St. Rank hold TGT as of Q3 2025.

  • CFM Wealth Partners reported no remaining Target position as of Q3 2025 after selling out during the quarter.
  • CFM Wealth Partners sold 3,307 Target shares in Q3 2025, an estimated $326K.
  • CFM Wealth Partners first reported a position in Target in Q4 2019 and held it in 23 quarters.
  • CFM Wealth Partners's Target position peaked at $728K in Q2 2021.
  • 1,645 funds tracked by Wall St. Rank held Target as of Q3 2025.

Based on CFM Wealth Partners's 13F filing for Q3 2025, filed 3 Nov 2025.