Institute for 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 | $247K | Sell |
1,894
-586
| -24% | -$74.5K | 0.02% | 466 |
|
|
2026
Q1 | $301K | Buy |
2,480
+2
| +0.1% | +$225 | 0.03% | 426 |
|
|
2025
Q4 | $242K | Sell |
2,478
-295
| -11% | -$27.2K | 0.03% | 496 |
|
|
2025
Q3 | $249K | Buy |
2,773
+174
| +7% | +$17.1K | 0.03% | 502 |
|
|
2025
Q2 | $256K | Sell |
2,599
-155
| -6% | -$14.9K | 0.03% | 477 |
|
|
2025
Q1 | $287K | Sell |
2,754
-421
| -13% | -$52.6K | 0.04% | 424 |
|
|
2024
Q4 | $429K | Sell |
3,175
-746
| -19% | -$107K | 0.05% | 315 |
|
|
2024
Q3 | $611K | Sell |
3,921
-137
| -3% | -$20.4K | 0.08% | 260 |
|
|
2024
Q2 | $601K | Buy |
4,058
+695
| +21% | +$109K | 0.08% | 245 |
|
|
2024
Q1 | $596K | Sell |
3,363
-49
| -1% | -$7.45K | 0.08% | 254 |
|
|
2023
Q4 | $486K | Sell |
3,412
-35
| -1% | -$4.27K | 0.08% | 275 |
|
|
2023
Q3 | $381K | Sell |
3,447
-87
| -2% | -$11K | 0.07% | 303 |
|
|
2023
Q2 | $466K | Sell |
3,534
-19
| -0.5% | -$2.82K | 0.08% | 276 |
|
|
2023
Q1 | $588K | Sell |
3,553
-12
| -0.3% | -$1.97K | 0.11% | 235 |
|
|
2022
Q4 | $531K | Sell |
3,565
-918
| -20% | -$144K | 0.11% | 245 |
|
|
2022
Q3 | $665K | Hold |
4,483
| – | – | 0.15% | 184 |
|
|
2022
Q2 | $633K | Sell |
4,483
-18
| -0.4% | -$3.45K | 0.12% | 206 |
|
|
2022
Q1 | $955K | Sell |
4,501
-19
| -0.4% | -$4.11K | 0.15% | 168 |
|
|
2021
Q4 | $1.05M | Sell |
4,520
-12
| -0.3% | -$2.92K | 0.17% | 149 |
|
|
2021
Q3 | $1.04M | Buy |
4,532
+229
| +5% | +$57.4K | 0.18% | 140 |
|
|
2021
Q2 | $1.04M | Buy |
4,303
+21
| +0.5% | +$4.6K | 0.18% | 147 |
|
|
2021
Q1 | $848K | Buy |
4,282
+709
| +20% | +$133K | 0.16% | 172 |
|
|
2020
Q4 | $631K | Buy |
3,573
+213
| +6% | +$35.5K | 0.13% | 203 |
|
|
2020
Q3 | $529K | Sell |
3,360
-226
| -6% | -$31K | 0.12% | 217 |
|
|
2020
Q2 | $430K | Buy |
3,586
+229
| +7% | +$26.1K | 0.11% | 265 |
|
|
2020
Q1 | $312K | Buy |
+3,357
| New | +$373K | 0.1% | 273 |
|
|
2019
Q2 | – | Sell |
-3,331
| Closed | -$267K | – | 495 |
|
|
2019
Q1 | $267K | Sell |
3,331
-24
| -0.7% | -$1.75K | 0.06% | 358 |
|
|
2018
Q4 | $222K | Buy |
+3,355
| New | +$258K | 0.09% | 230 |
|
|
2017
Q3 | – | Sell |
-5,664
| Closed | -$296K | – | 381 |
|
|
2017
Q2 | $296K | Buy |
+5,664
| New | +$309K | 0.08% | 313 |
|
Other funds holding TGT
Institute for Wealth Management's TGT Position: Q2 2026 in Review
Institute for Wealth Management reduced its Target (TGT) stake by 24% in Q2 2026, selling an estimated $74.5K and leaving 1,894 shares worth $247K. The position accounts for 0.02% of the portfolio, ranked #466.
Institute for Wealth Management first reported a position in TGT in Q2 2017 and has held it in 29 quarters since. The position peaked at $1.05M in Q4 2021. 1,897 funds tracked by Wall St. Rank hold TGT as of Q2 2026.
- Institute for Wealth Management held 1,894 shares of Target worth $247K as of Q2 2026.
- Institute for Wealth Management sold 586 Target shares in Q2 2026, an estimated $74.5K.
- Target made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #466 holding.
- Institute for Wealth Management first reported a position in Target in Q2 2017 and has held it in 29 quarters since.
- Institute for Wealth Management's Target position peaked at $1.05M in Q4 2021.
- 1,897 funds tracked by Wall St. Rank held Target as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.