EWM
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Executive Wealth Management’s Target TGT Stock Holding History

Executive 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
2024
Q4 		$673K Sell
4,979
-120
-2% -$17.2K 0.05% 149
2024
Q3 		$795K Buy
+5,099
New +$759K 0.06% 142
2024
Q2 		– Sell
-5,073
Closed -$902K – 232
2024
Q1 		$902K Sell
5,073
-95
-2% -$14.5K 0.08% 122
2023
Q4 		$736K Buy
5,168
+173
+3% +$21.1K 0.07% 128
2023
Q3 		$552K Sell
4,995
-125
-2% -$15.9K 0.06% 137
2023
Q2 		$675K Sell
5,120
-1,866
-27% -$277K 0.07% 128
2023
Q1 		$1.16M Sell
6,986
-7
-0.1% -$1.15K 0.13% 110
2022
Q4 		$1.04M Buy
6,993
+5,968
+582% +$936K 0.13% 114
2022
Q3 		$1.02K Sell
1,025
-5,819
-85% -$932K 0.14% 103
2022
Q2 		$966K Buy
6,844
+144
+2% +$27.6K 0.13% 105
2022
Q1 		$1.42M Buy
6,700
+10
+0.1% +$2.16K 0.15% 104
2021
Q4 		$1.55M Buy
6,690
+70
+1% +$17K 0.15% 105
2021
Q3 		$1.51M Buy
6,620
+107
+2% +$26.8K 0.17% 97
2021
Q2 		$1.57M Sell
6,513
-215
-3% -$47.1K 0.17% 98
2021
Q1 		$1.33M Buy
6,728
+42
+0.6% +$7.86K 0.16% 102
2020
Q4 		$1.18M Buy
6,686
+2,075
+45% +$346K 0.15% 99
2020
Q3 		$725K Sell
4,611
-74
-2% -$10.2K 0.1% 100
2020
Q2 		$561K Buy
4,685
+151
+3% +$17.2K 0.08% 96
2020
Q1 		$421K Buy
4,534
+361
+9% +$40.1K 0.07% 100
2019
Q4 		$535K Buy
+4,173
New +$490K 0.07% 113
2019
Q3 		– Sell
-4,189
Closed -$363K – 720
2019
Q2 		$363K Buy
4,189
+2
+0% +$162 0.05% 131
2019
Q1 		$336K Buy
4,187
+5
+0.1% +$365 0.06% 120
2018
Q4 		$276K Buy
+4,182
New +$322K 0.05% 127

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Executive Wealth Management's TGT Position: Q4 2024 in Review

Executive Wealth Management reduced its Target (TGT) stake by 2.4% in Q4 2024, selling an estimated $17.2K and leaving 4,979 shares worth $673K. The position accounts for 0.05% of the portfolio, ranked #149.

Executive Wealth Management first reported a position in TGT in Q4 2018 and has held it in 23 quarters since. The position peaked at $1.57M in Q2 2021. 1,981 funds tracked by Wall St. Rank hold TGT as of Q4 2024.

  • Executive Wealth Management held 4,979 shares of Target worth $673K as of Q4 2024.
  • Executive Wealth Management sold 120 Target shares in Q4 2024, an estimated $17.2K.
  • Target made up 0.05% of Executive Wealth Management's portfolio in Q4 2024, its #149 holding.
  • Executive Wealth Management first reported a position in Target in Q4 2018 and has held it in 23 quarters since.
  • Executive Wealth Management's Target position peaked at $1.57M in Q2 2021.
  • 1,981 funds tracked by Wall St. Rank held Target as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.