Lake Street Private Wealth’s Target TGT Stock Holding History

Lake Street Private Wealth’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	$728K	Sell	6,005 -46	-0.8%	-$5.19K	0.09%	137
2025 Q4	$591K	Buy	6,051 +230	+4%	+$21.2K	0.07%	158
2025 Q3	$522K	Buy	5,821 +1,339	+30%	+$132K	0.07%	164
2025 Q2	$442K	Sell	4,482 -1,046	-19%	-$100K	0.06%	171
2025 Q1	$577K	Sell	5,528 -1,219	-18%	-$152K	0.09%	140
2024 Q4	$912K	Sell	6,747 -843	-11%	-$121K	0.15%	108
2024 Q3	$1.18M	Sell	7,590 -1,574	-17%	-$234K	0.19%	97
2024 Q2	$1.36M	Sell	9,164 -228	-2%	-$35.9K	0.18%	121
2024 Q1	$1.66M	Buy	9,392 +399	+4%	+$60.7K	0.23%	106
2023 Q4	$1.28M	Buy	8,993 +92	+1%	+$11.2K	0.2%	116
2023 Q3	$975K	Buy	8,901 +481	+6%	+$61.1K	0.18%	124
2023 Q2	$1.11M	Sell	8,420 -1,004	-11%	-$149K	0.2%	120
2023 Q1	$1.56M	Buy	9,424 +116	+1%	+$19.1K	0.29%	98
2022 Q4	$1.39M	Buy	9,308 +264	+3%	+$41.4K	0.29%	102
2022 Q3	$1.34M	Buy	9,044 +419	+5%	+$67.1K	0.31%	95
2022 Q2	$1.22M	Sell	8,625 -66	-0.8%	-$12.7K	0.26%	102
2022 Q1	$1.84M	Sell	8,691 -59	-0.7%	-$12.8K	0.33%	86
2021 Q4	$2.02M	Buy	8,750 +520	+6%	+$126K	0.36%	79
2021 Q3	$1.88M	Sell	8,230 -465	-5%	-$116K	0.46%	65
2021 Q2	$2.12M	Sell	8,695 -679	-7%	-$149K	0.54%	58
2021 Q1	$1.86M	Sell	9,374 -685	-7%	-$128K	0.51%	57
2020 Q4	$1.78M	Sell	10,059 -205	-2%	-$34.2K	0.51%	56
2020 Q3	$1.62M	Sell	10,264 -939	-8%	-$129K	0.54%	56
2020 Q2	$1.34M	Sell	11,203 -1,576	-12%	-$180K	0.5%	59
2020 Q1	$1.19M	Buy	12,779 +2,141	+20%	+$238K	0.54%	63
2019 Q4	$1.46M	Buy	10,638 +220	+2%	+$25.8K	0.56%	67
2019 Q3	$1.11M	Sell	10,418 -954	-8%	-$90.7K	0.51%	66
2019 Q2	$985K	Buy	11,372 +1,932	+20%	+$156K	0.58%	57
2019 Q1	$758K	Buy	+9,440	New	+$690K	0.52%	60

Other funds holding TGT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lake Street Private Wealth's TGT Position: Q1 2026 in Review

Lake Street Private Wealth reduced its Target (TGT) stake by 0.76% in Q1 2026, selling an estimated $5.19K and leaving 6,005 shares worth $728K. The position accounts for 0.09% of the portfolio, ranked #137.

Lake Street Private Wealth first reported a position in TGT in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.12M in Q2 2021. 1,842 funds tracked by Wall St. Rank hold TGT as of Q1 2026.

Lake Street Private Wealth held 6,005 shares of Target worth $728K as of Q1 2026.
Lake Street Private Wealth sold 46 Target shares in Q1 2026, an estimated $5.19K.
Target made up 0.09% of Lake Street Private Wealth's portfolio in Q1 2026, its #137 holding.
Lake Street Private Wealth first reported a position in Target in Q1 2019 and has held it in 29 quarters since.
Lake Street Private Wealth's Target position peaked at $2.12M in Q2 2021.
1,842 funds tracked by Wall St. Rank held Target as of Q1 2026.

Based on Lake Street Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.