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Lakeshore Financial Planning’s Target TGT Stock Holding History

Lakeshore Financial Planning’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
Q2 		– Sell
-1,701
Closed -$206K – 98
2026
Q1 		$206K Buy
+1,701
New +$192K 0.07% 84
2025
Q1 		– Sell
-1,673
Closed -$226K – 82
2024
Q4 		$226K Buy
1,673
+301
+22% +$43.1K 0.1% 67
2024
Q3 		$214K Buy
+1,372
New +$204K 0.09% 70
2024
Q2 		– Sell
-1,329
Closed -$236K – 72
2024
Q1 		$236K Buy
+1,329
New +$202K 0.12% 58

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lakeshore Financial Planning's TGT Position: Q2 2026 in Review

Lakeshore Financial Planning sold out of Target (TGT) in Q2 2026, closing a stake of 1,701 shares — an estimated $206K sold.

Lakeshore Financial Planning first reported a position in TGT in Q1 2024 and held it in 4 quarters. The position peaked at $236K in Q1 2024. 1,891 funds tracked by Wall St. Rank hold TGT as of Q2 2026.

  • Lakeshore Financial Planning reported no remaining Target position as of Q2 2026 after selling out during the quarter.
  • Lakeshore Financial Planning sold 1,701 Target shares in Q2 2026, an estimated $206K.
  • Lakeshore Financial Planning first reported a position in Target in Q1 2024 and held it in 4 quarters.
  • Lakeshore Financial Planning's Target position peaked at $236K in Q1 2024.
  • 1,891 funds tracked by Wall St. Rank held Target as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.