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CMH Wealth Management’s Target TGT Stock Holding History

CMH 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
Q3 		– Sell
-60,619
Closed -$5.98M – 58
2025
Q2 		$5.98M Sell
60,619
-801
-1% -$76.9K 1.39% 38
2025
Q1 		$6.41M Buy
61,420
+14,719
+32% +$1.84M 1.61% 31
2024
Q4 		$6.31M Buy
46,701
+916
+2% +$131K 1.45% 33
2024
Q3 		$7.14M Sell
45,785
-19,070
-29% -$2.84M 1.68% 28
2024
Q2 		$9.6M Buy
64,855
+1,961
+3% +$309K 2.36% 13
2024
Q1 		$11.1M Sell
62,894
-6,461
-9% -$983K 2.83% 10
2023
Q4 		$9.88M Sell
69,355
-21,030
-23% -$2.57M 2.39% 16
2023
Q3 		$9.99M Buy
90,385
+22,981
+34% +$2.92M 2.79% 13
2023
Q2 		$8.89M Buy
67,404
+29,077
+76% +$4.32M 2.39% 16
2023
Q1 		$6.35M Buy
38,327
+798
+2% +$131K 1.83% 21
2022
Q4 		$5.59M Buy
37,529
+1,238
+3% +$194K 1.8% 20
2022
Q3 		$5.38M Buy
36,291
+15,957
+78% +$2.55M 1.97% 17
2022
Q2 		$2.87M Buy
20,334
+1,893
+10% +$363K 1.04% 40
2022
Q1 		$3.91M Buy
18,441
+903
+5% +$195K 1.2% 35
2021
Q4 		$4.06M Sell
17,538
-571
-3% -$139K 1.22% 35
2021
Q3 		$4.14M Sell
18,109
-9,146
-34% -$2.29M 1.36% 28
2021
Q2 		$6.59M Sell
27,255
-1,638
-6% -$359K 2.2% 16
2021
Q1 		$5.72M Sell
28,893
-314
-1% -$58.8K 2.16% 20
2020
Q4 		$5.16M Sell
29,207
-271
-0.9% -$45.2K 1.89% 19
2020
Q3 		$4.64M Buy
29,478
+909
+3% +$125K 1.99% 18
2020
Q2 		$3.43M Buy
28,569
+236
+0.8% +$26.9K 1.64% 24
2020
Q1 		$2.63M Buy
28,333
+4,658
+20% +$517K 1.54% 27
2019
Q4 		$3.04M Sell
23,675
-790
-3% -$92.7K 1.56% 25
2019
Q3 		$2.62M Buy
+24,465
New +$2.33M 1.48% 31

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

CMH Wealth Management's TGT Position: Q3 2025 in Review

CMH Wealth Management sold out of Target (TGT) in Q3 2025, closing a stake of 60,619 shares — an estimated $5.98M sold.

CMH Wealth Management first reported a position in TGT in Q3 2019 and held it in 24 quarters. The position peaked at $11.1M in Q1 2024. 1,645 funds tracked by Wall St. Rank hold TGT as of Q3 2025.

  • CMH Wealth Management reported no remaining Target position as of Q3 2025 after selling out during the quarter.
  • CMH Wealth Management sold 60,619 Target shares in Q3 2025, an estimated $5.98M.
  • CMH Wealth Management first reported a position in Target in Q3 2019 and held it in 24 quarters.
  • CMH Wealth Management's Target position peaked at $11.1M in Q1 2024.
  • 1,645 funds tracked by Wall St. Rank held Target as of Q3 2025.

Based on CMH Wealth Management's 13F filing for Q3 2025, filed 21 Oct 2025.