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Forum Financial Management’s Target TGT Stock Holding History

Forum Financial 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
2026
Q1 		– Sell
-4,306
Closed -$421K – 919
2025
Q4 		$421K Buy
4,306
+1
+0% +$92 0.01% 568
2025
Q3 		$386K Buy
4,305
+223
+5% +$22K 0.01% 590
2025
Q2 		$403K Sell
4,082
-266
-6% -$25.5K 0.01% 504
2025
Q1 		$454K Sell
4,348
-1,591
-27% -$199K 0.01% 410
2024
Q4 		$803K Buy
5,939
+2,933
+98% +$420K 0.01% 244
2024
Q3 		$468K Buy
3,006
+152
+5% +$22.6K 0.01% 354
2024
Q2 		$423K Sell
2,854
-12
-0.4% -$1.89K 0.01% 356
2024
Q1 		$508K Buy
2,866
+313
+12% +$47.6K 0.01% 322
2023
Q4 		$364K Sell
2,553
-773
-23% -$94.4K 0.01% 382
2023
Q3 		$368K Buy
3,326
+112
+3% +$14.2K 0.01% 356
2023
Q2 		$424K Buy
3,214
+546
+20% +$81K 0.01% 326
2023
Q1 		$442K Buy
2,668
+217
+9% +$35.7K 0.01% 292
2022
Q4 		$365K Buy
2,451
+156
+7% +$24.5K 0.01% 337
2022
Q3 		$341K Sell
2,295
-235
-9% -$37.6K 0.02% 312
2022
Q2 		$357K Buy
+2,530
New +$485K 0.02% 306
2022
Q1 		– Sell
-2,595
Closed -$601K – 673
2021
Q4 		$601K Buy
+2,595
New +$631K 0.03% 210

Other funds holding TGT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Forum Financial Management's TGT Position: Q1 2026 in Review

Forum Financial Management sold out of Target (TGT) in Q1 2026, closing a stake of 4,306 shares — an estimated $421K sold.

Forum Financial Management first reported a position in TGT in Q4 2021 and held it in 16 quarters. The position peaked at $803K in Q4 2024. 1,851 funds tracked by Wall St. Rank hold TGT as of Q1 2026.

  • Forum Financial Management reported no remaining Target position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 4,306 Target shares in Q1 2026, an estimated $421K.
  • Forum Financial Management first reported a position in Target in Q4 2021 and held it in 16 quarters.
  • Forum Financial Management's Target position peaked at $803K in Q4 2024.
  • 1,851 funds tracked by Wall St. Rank held Target as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.