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Legacy Advisors’s Target TGT Stock Holding History

Legacy 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
2025
Q1 		– Sell
-1,995
Closed -$270K – 465
2024
Q4 		$270K Sell
1,995
-149
-7% -$21.4K 0.03% 330
2024
Q3 		$334K Buy
2,144
+703
+49% +$105K 0.04% 284
2024
Q2 		$213K Sell
1,441
-4
-0.3% -$629 0.03% 309
2024
Q1 		$256K Sell
1,445
-405
-22% -$61.6K 0.03% 270
2023
Q4 		$263K Buy
+1,850
New +$226K 0.03% 261
2023
Q2 		– Sell
-2,287
Closed -$379K – 277
2023
Q1 		$379K Buy
2,287
+173
+8% +$28.4K 0.07% 173
2022
Q4 		$315K Buy
2,114
+509
+32% +$79.9K 0.06% 186
2022
Q3 		$238K Buy
+1,605
New +$257K 0.05% 195
2018
Q4 		– Sell
-210
Closed -$19K – 361
2018
Q3 		$19K Buy
+210
New +$17.5K 0.01% 303

Other funds holding TGT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legacy Advisors's TGT Position: Q1 2025 in Review

Legacy Advisors sold out of Target (TGT) in Q1 2025, closing a stake of 1,995 shares — an estimated $270K sold.

Legacy Advisors first reported a position in TGT in Q3 2018 and held it in 9 quarters. The position peaked at $379K in Q1 2023. 1,830 funds tracked by Wall St. Rank hold TGT as of Q1 2025.

  • Legacy Advisors reported no remaining Target position as of Q1 2025 after selling out during the quarter.
  • Legacy Advisors sold 1,995 Target shares in Q1 2025, an estimated $270K.
  • Legacy Advisors first reported a position in Target in Q3 2018 and held it in 9 quarters.
  • Legacy Advisors's Target position peaked at $379K in Q1 2023.
  • 1,830 funds tracked by Wall St. Rank held Target as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.