Evermay Wealth Management’s Target TGT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$101K Sell
770
-173
-18% -$22K 0.01% 269
2026
Q1
$114K Sell
943
-31
-3% -$3.5K 0.01% 239
2025
Q4
$95.2K Hold
974
0.01% 264
2025
Q3
$87.4K Sell
974
-551
-36% -$54.3K 0.01% 282
2025
Q2
$150K Sell
1,525
-330
-18% -$31.7K 0.02% 225
2025
Q1
$194K Hold
1,855
0.03% 192
2024
Q4
$251K Hold
1,855
0.04% 176
2024
Q3
$289K Sell
1,855
-275
-13% -$41K 0.05% 159
2024
Q2
$315K Hold
2,130
0.05% 159
2024
Q1
$377K Sell
2,130
-79
-4% -$12K 0.06% 150
2023
Q4
$315K Sell
2,209
-16
-0.7% -$1.95K 0.06% 142
2023
Q3
$246K Sell
2,225
-40
-2% -$5.08K 0.05% 149
2023
Q2
$299K Hold
2,265
0.06% 136
2023
Q1
$375K Sell
2,265
-4
-0.2% -$658 0.08% 118
2022
Q4
$338K Sell
2,269
-167
-7% -$26.2K 0.07% 124
2022
Q3
$361K Buy
2,436
+17
+0.7% +$2.72K 0.07% 118
2022
Q2
$342K Buy
2,419
+94
+4% +$18K 0.07% 124
2022
Q1
$493K Buy
2,325
+11
+0.5% +$2.38K 0.08% 113
2021
Q4
$536K Sell
2,314
-130
-5% -$31.6K 0.1% 93
2021
Q3
$559K Sell
2,444
-2,550
-51% -$639K 0.11% 77
2021
Q2
$1.21M Sell
4,994
-392
-7% -$85.8K 0.22% 45
2021
Q1
$1.07M Sell
5,386
-20
-0.4% -$3.74K 0.21% 46
2020
Q4
$954K Hold
5,406
0.21% 46
2020
Q3
$851K Buy
5,406
+101
+2% +$13.9K 0.21% 49
2020
Q2
$636K Buy
5,305
+2,650
+100% +$302K 0.17% 65
2020
Q1
$247K Sell
2,655
-30
-1% -$3.33K 0.08% 119
2019
Q4
$344K Sell
2,685
-39
-1% -$4.58K 0.08% 112
2019
Q3
$291K Buy
2,724
+100
+4% +$9.51K 0.08% 120
2019
Q2
$227K Buy
+2,624
New +$212K 0.06% 134
2016
Q3
Sell
-3,027
Closed -$211K 77
2016
Q2
$211K Buy
3,027
+1
+0% +$75 0.11% 72
2016
Q1
$249K Hold
3,026
0.14% 62
2015
Q4
$220K Sell
3,026
-1,238
-29% -$92.4K 0.13% 72
2015
Q3
$335K Buy
4,264
+132
+3% +$10.5K 0.2% 52
2015
Q2
$337K Hold
4,132
0.2% 53
2015
Q1
$339K Buy
4,132
+1,200
+41% +$92.7K 0.2% 53
2014
Q4
$223K Buy
+2,932
New +$198K 0.14% 80

Other funds holding TGT

Evermay Wealth Management's TGT Position: Q2 2026 in Review

Evermay Wealth Management reduced its Target (TGT) stake by 18% in Q2 2026, selling an estimated $22K and leaving 770 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #269.

Evermay Wealth Management first reported a position in TGT in Q4 2014 and has held it in 36 quarters since. The position peaked at $1.21M in Q2 2021. 634 funds tracked by Wall St. Rank hold TGT as of Q2 2026.

  • Evermay Wealth Management held 770 shares of Target worth $101K as of Q2 2026.
  • Evermay Wealth Management sold 173 Target shares in Q2 2026, an estimated $22K.
  • Target made up 0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #269 holding.
  • Evermay Wealth Management first reported a position in Target in Q4 2014 and has held it in 36 quarters since.
  • Evermay Wealth Management's Target position peaked at $1.21M in Q2 2021.
  • 634 funds tracked by Wall St. Rank held Target as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.