GM Advisory Group’s Target TGT Stock Holding History

GM Advisory Group’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	$236K	Buy	+1,948	New	+$220K	0.01%	332
2025 Q2	–	Sell	-2,691	Closed	-$281K	–	308
2025 Q1	$281K	Hold	2,691	–	–	0.02%	224
2024 Q4	$364K	Sell	2,691 -802	-23%	-$115K	0.02%	189
2024 Q3	$544K	Buy	3,493 +21	+0.6%	+$3.13K	0.03%	156
2024 Q2	$514K	Sell	3,472 -641	-16%	-$101K	0.03%	150
2024 Q1	$729K	Buy	4,113 +16	+0.4%	+$2.43K	0.05%	132
2023 Q4	$583K	Buy	4,097 +1,171	+40%	+$143K	0.04%	133
2023 Q3	$324K	Sell	2,926 -416	-12%	-$52.8K	0.03%	152
2023 Q2	$441K	Sell	3,342 -269	-7%	-$39.9K	0.04%	135
2023 Q1	$598K	Buy	3,611 +1,742	+93%	+$286K	0.05%	113
2022 Q4	$279K	Buy	+1,869	New	+$293K	0.03%	143
2022 Q3	–	Sell	-2,344	Closed	-$331K	–	202
2022 Q2	$331K	Buy	2,344 +633	+37%	+$121K	0.05%	136
2022 Q1	$363K	Sell	1,711 -843	-33%	-$182K	0.04%	145
2021 Q4	$591K	Buy	2,554 +27	+1%	+$6.57K	0.05%	121
2021 Q3	$578K	Buy	2,527 +109	+5%	+$27.3K	0.06%	119
2021 Q2	$585K	Buy	2,418 +502	+26%	+$110K	0.06%	120
2021 Q1	$380K	Hold	1,916	–	–	0.05%	138
2020 Q4	$338K	Buy	+1,916	New	+$320K	0.05%	131

Other funds holding TGT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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 New York $127B AUM 43.98% 1-Year Est. Return

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