Legacy Capital Group California’s Target TGT Stock Holding History

Legacy Capital Group California’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	$663K	Buy	5,473 +1,921	+54%	+$217K	0.25%	131
2025 Q4	$347K	Buy	3,552 +25	+0.7%	+$2.3K	0.08%	272
2025 Q3	$316K	Buy	3,527 +1,324	+60%	+$130K	0.08%	281
2025 Q2	$217K	Sell	2,203 -3	-0.1%	-$288	0.06%	317
2025 Q1	$230K	Sell	2,206 -14	-0.6%	-$1.75K	0.08%	282
2024 Q4	$300K	Sell	2,220 -3,063	-58%	-$439K	0.09%	242
2024 Q3	$823K	Sell	5,283 -96	-2%	-$14.3K	0.27%	103
2024 Q2	$796K	Buy	5,379 +51	+1%	+$8.02K	0.29%	100
2024 Q1	$944K	Buy	+5,328	New	+$811K	0.35%	80
2023 Q4	–	Sell	-2,286	Closed	-$253K	–	310
2023 Q3	$253K	Buy	2,286 +623	+37%	+$79.1K	0.11%	227
2023 Q2	$219K	Buy	1,663 +43	+3%	+$6.38K	0.09%	247
2023 Q1	$268K	Buy	+1,620	New	+$266K	0.13%	201

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

Legacy Capital Group California's TGT Position: Q1 2026 in Review

Legacy Capital Group California increased its Target (TGT) stake by 54% in Q1 2026, buying an estimated $217K and bringing the position to 5,473 shares worth $663K. The position accounts for 0.25% of the portfolio, ranked #131.

Legacy Capital Group California first reported a position in TGT in Q1 2023 and has held it in 12 quarters since. The position peaked at $944K in Q1 2024. 1,840 funds tracked by Wall St. Rank hold TGT as of Q1 2026.

Legacy Capital Group California held 5,473 shares of Target worth $663K as of Q1 2026.
Legacy Capital Group California bought 1,921 Target shares in Q1 2026, an estimated $217K.
Target made up 0.25% of Legacy Capital Group California's portfolio in Q1 2026, its #131 holding.
Legacy Capital Group California first reported a position in Target in Q1 2023 and has held it in 12 quarters since.
Legacy Capital Group California's Target position peaked at $944K in Q1 2024.
1,840 funds tracked by Wall St. Rank held Target as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.