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Legacy Financial Advisors’s Target TGT Stock Holding History

Legacy Financial 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
2026
Q2 		$301K Sell
2,307
-2,789
-55% -$354K 0.04% 347
2026
Q1 		$618K Buy
5,096
+202
+4% +$22.8K 0.09% 194
2025
Q4 		$478K Buy
4,894
+1,027
+27% +$94.6K 0.07% 224
2025
Q3 		$347K Sell
3,867
-59
-2% -$5.81K 0.05% 293
2025
Q2 		$387K Buy
+3,926
New +$377K 0.06% 231
2024
Q4 		– Sell
-1,723
Closed -$268K – 368
2024
Q3 		$268K Buy
1,723
+91
+6% +$13.6K 0.05% 294
2024
Q2 		$242K Buy
1,632
+245
+18% +$38.5K 0.04% 294
2024
Q1 		$246K Buy
+1,387
New +$211K 0.04% 279
2023
Q4 		– Sell
-3,501
Closed -$387K – 308
2023
Q3 		$387K Buy
3,501
+181
+5% +$23K 0.08% 172
2023
Q2 		$438K Buy
3,320
+1,902
+134% +$282K 0.08% 154
2023
Q1 		$235K Sell
1,418
-14
-1% -$2.3K 0.05% 220
2022
Q4 		$213K Buy
+1,432
New +$225K 0.05% 224
2022
Q2 		– Sell
-1,447
Closed -$307K – 255
2022
Q1 		$307K Buy
1,447
+220
+18% +$47.6K 0.07% 161
2021
Q4 		$284K Sell
1,227
-32
-3% -$7.78K 0.07% 147
2021
Q3 		$288K Buy
1,259
+113
+10% +$28.3K 0.07% 131
2021
Q2 		$277K Sell
1,146
-310
-21% -$67.9K 0.07% 129
2021
Q1 		$288K Buy
1,456
+147
+11% +$27.5K 0.08% 115
2020
Q4 		$231K Buy
+1,309
New +$218K 0.07% 125
2019
Q2 		– Sell
-1,006
Closed -$81K – 821
2019
Q1 		$81K Buy
1,006
+68
+7% +$4.97K 0.03% 197
2018
Q4 		$62K Buy
938
+180
+24% +$13.8K 0.02% 203
2018
Q3 		$66K Sell
758
-112
-13% -$9.31K 0.02% 218
2018
Q2 		$68K Buy
+870
New +$64K 0.03% 208
2018
Q1 		– Sell
-923
Closed -$60K – 898
2017
Q4 		$60K Buy
+923
New +$55.7K 0.02% 218

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

Legacy Financial Advisors's TGT Position: Q2 2026 in Review

Legacy Financial Advisors reduced its Target (TGT) stake by 55% in Q2 2026, selling an estimated $354K and leaving 2,307 shares worth $301K. The position accounts for 0.04% of the portfolio, ranked #347.

Legacy Financial Advisors first reported a position in TGT in Q4 2017 and has held it in 23 quarters since. The position peaked at $618K in Q1 2026. 1,892 funds tracked by Wall St. Rank hold TGT as of Q2 2026.

  • Legacy Financial Advisors held 2,307 shares of Target worth $301K as of Q2 2026.
  • Legacy Financial Advisors sold 2,789 Target shares in Q2 2026, an estimated $354K.
  • Target made up 0.04% of Legacy Financial Advisors's portfolio in Q2 2026, its #347 holding.
  • Legacy Financial Advisors first reported a position in Target in Q4 2017 and has held it in 23 quarters since.
  • Legacy Financial Advisors's Target position peaked at $618K in Q1 2026.
  • 1,892 funds tracked by Wall St. Rank held Target as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.