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Forvis Mazars Wealth Advisors’s Target TGT Stock Holding History

Forvis Mazars Wealth Advisors’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 		$3.58M Buy
29,517
+1,692
+6% +$191K 0.07% 111
2025
Q4 		$2.72M Buy
27,825
+3,277
+13% +$302K 0.05% 130
2025
Q3 		$2.2M Sell
24,548
-7,635
-24% -$752K 0.04% 148
2025
Q2 		$3.17M Buy
32,183
+180
+0.6% +$17.3K 0.07% 118
2025
Q1 		$3.34M Buy
32,003
+4,026
+14% +$503K 0.08% 114
2024
Q4 		$3.78M Sell
27,977
-1,303
-4% -$187K 0.09% 106
2024
Q3 		$4.56M Buy
29,280
+2,194
+8% +$327K 0.1% 98
2024
Q2 		$4.01M Buy
27,086
+265
+1% +$41.7K 0.1% 105
2024
Q1 		$4.75M Buy
26,821
+368
+1% +$56K 0.12% 89
2023
Q4 		$3.77M Sell
26,453
-1,377
-5% -$168K 0.1% 103
2023
Q3 		$3.08M Sell
27,830
-9,859
-26% -$1.25M 0.09% 114
2023
Q2 		$4.97M Buy
37,689
+8,382
+29% +$1.24M 0.15% 100
2023
Q1 		$4.85M Buy
29,307
+240
+0.8% +$39.5K 0.16% 85
2022
Q4 		$4.33M Buy
29,067
+909
+3% +$143K 0.15% 91
2022
Q3 		$4.18M Buy
28,158
+2,780
+11% +$445K 0.17% 87
2022
Q2 		$3.58M Buy
25,378
+1,504
+6% +$288K 0.15% 85
2022
Q1 		$5.07M Buy
23,874
+2,182
+10% +$472K 0.21% 55
2021
Q4 		$5.02M Buy
21,692
+174
+0.8% +$42.3K 0.21% 52
2021
Q3 		$4.92M Sell
21,518
-349
-2% -$87.4K 0.23% 51
2021
Q2 		$5.29M Buy
21,867
+229
+1% +$50.1K 0.25% 45
2021
Q1 		$4.29M Sell
21,638
-1,282
-6% -$240K 0.21% 50
2020
Q4 		$4.05M Buy
22,920
+4,921
+27% +$821K 0.2% 57
2020
Q3 		$2.83M Buy
17,999
+1,657
+10% +$227K 0.17% 66
2020
Q2 		$1.96M Buy
16,342
+8,598
+111% +$981K 0.13% 84
2020
Q1 		$720K Buy
7,744
+2,870
+59% +$319K 0.06% 139
2019
Q4 		$625K Buy
4,874
+696
+17% +$81.7K 0.05% 163
2019
Q3 		$447K Buy
4,178
+330
+9% +$31.4K 0.04% 185
2019
Q2 		$333K Sell
3,848
-163
-4% -$13.2K 0.03% 211
2019
Q1 		$322K Buy
4,011
+277
+7% +$20.2K 0.03% 204
2018
Q4 		$247K Sell
3,734
-3,647
-49% -$281K 0.03% 199
2018
Q3 		$651K Buy
+7,381
New +$614K 0.06% 127
2015
Q4 		– Sell
-5,381
Closed -$423K – 201
2015
Q3 		$423K Buy
5,381
+2,350
+78% +$188K 0.07% 116
2015
Q2 		$247K Sell
3,031
-1,573
-34% -$127K 0.04% 160
2015
Q1 		$378K Buy
4,604
+1,266
+38% +$97.8K 0.05% 129
2014
Q4 		$253K Sell
3,338
-279
-8% -$18.8K 0.04% 138
2014
Q3 		$227K Sell
3,617
-6,135
-63% -$372K 0.04% 128
2014
Q2 		$565K Sell
9,752
-18,384
-65% -$1.08M 0.1% 88
2014
Q1 		$1.71M Buy
+28,136
New +$1.67M 0.3% 56
2013
Q3 		– Sell
-25,772
Closed -$1.77M – 150
2013
Q2 		$1.77M Buy
+25,772
New +$1.79M 1.41% 28

Other funds holding TGT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Forvis Mazars Wealth Advisors's TGT Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors increased its Target (TGT) stake by 6.1% in Q1 2026, buying an estimated $191K and bringing the position to 29,517 shares worth $3.58M. The position accounts for 0.07% of the portfolio, ranked #111.

Forvis Mazars Wealth Advisors first reported a position in TGT in Q2 2013 and has held it in 39 quarters since. The position peaked at $5.29M in Q2 2021. 1,842 funds tracked by Wall St. Rank hold TGT as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 29,517 shares of Target worth $3.58M as of Q1 2026.
  • Forvis Mazars Wealth Advisors bought 1,692 Target shares in Q1 2026, an estimated $191K.
  • Target made up 0.07% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #111 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Target in Q2 2013 and has held it in 39 quarters since.
  • Forvis Mazars Wealth Advisors's Target position peaked at $5.29M in Q2 2021.
  • 1,842 funds tracked by Wall St. Rank held Target as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.