LFS
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Legacy Financial Strategies’s Target TGT Stock Holding History

Legacy Financial Strategies’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
-15,210
Closed -$2.09M – 126
2024
Q4 		$2.09M Sell
15,210
-1,758
-10% -$252K 0.45% 39
2024
Q3 		$2.64M Sell
16,968
-735
-4% -$109K 0.58% 37
2024
Q2 		$2.56M Buy
17,703
+1,874
+12% +$295K 0.62% 35
2024
Q1 		$2.8M Buy
15,829
+2,514
+19% +$382K 0.72% 30
2023
Q4 		$1.9M Sell
13,315
-319
-2% -$38.9K 0.54% 38
2023
Q3 		$1.5M Sell
13,634
-1,266
-8% -$161K 0.48% 39
2023
Q2 		$1.97M Buy
14,900
+1,082
+8% +$161K 0.66% 38
2023
Q1 		$2.29M Buy
13,818
+923
+7% +$152K 0.85% 21
2022
Q4 		$1.92M Buy
12,895
+841
+7% +$132K 0.79% 29
2022
Q3 		$1.79M Buy
+12,054
New +$1.93M 0.83% 22
2020
Q1 		– Sell
-8,368
Closed -$1.07M – 62
2019
Q4 		$1.07M Buy
8,368
+414
+5% +$48.6K 0.87% 13
2019
Q3 		$873K Buy
7,954
+557
+8% +$53K 0.78% 16
2019
Q2 		$640K Sell
7,397
-1,478
-17% -$119K 0.6% 34
2019
Q1 		$712K Buy
8,875
+801
+10% +$58.5K 0.61% 19
2018
Q4 		$534K Buy
8,074
+310
+4% +$23.9K 0.53% 26
2018
Q3 		$655K Buy
7,764
+229
+3% +$19K 0.67% 15
2018
Q2 		$574K Buy
7,535
+568
+8% +$41.8K 0.51% 27
2018
Q1 		$484K Buy
6,967
+1,154
+20% +$84K 0.47% 34
2017
Q4 		$379K Buy
+5,813
New +$351K 0.4% 50

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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legacy Financial Strategies's TGT Position: Q1 2025 in Review

Legacy Financial Strategies sold out of Target (TGT) in Q1 2025, closing a stake of 15,210 shares — an estimated $2.09M sold.

Legacy Financial Strategies first reported a position in TGT in Q4 2017 and held it in 19 quarters. The position peaked at $2.8M in Q1 2024. 1,825 funds tracked by Wall St. Rank hold TGT as of Q1 2025.

  • Legacy Financial Strategies reported no remaining Target position as of Q1 2025 after selling out during the quarter.
  • Legacy Financial Strategies sold 15,210 Target shares in Q1 2025, an estimated $2.09M.
  • Legacy Financial Strategies first reported a position in Target in Q4 2017 and held it in 19 quarters.
  • Legacy Financial Strategies's Target position peaked at $2.8M in Q1 2024.
  • 1,825 funds tracked by Wall St. Rank held Target as of Q1 2025.

Based on Legacy Financial Strategies's 13F filing for Q1 2025, filed 8 Apr 2025.