LWM
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Liberty Wealth Management’s Target TGT Stock Holding History

Liberty Wealth Management’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
-1,568
Closed -$212K – 199
2024
Q4 		$212K Sell
1,568
-4
-0.3% -$573 0.04% 200
2024
Q3 		$245K Sell
1,572
-5
-0.3% -$745 0.04% 181
2024
Q2 		$233K Sell
1,577
-499
-24% -$78.5K 0.04% 178
2024
Q1 		$369K Buy
2,076
+1
+0% +$152 0.07% 125
2023
Q4 		$296K Buy
+2,075
New +$253K 0.06% 132
2023
Q3 		– Sell
-1,524
Closed -$201K – 193
2023
Q2 		$201K Sell
1,524
-2,386
-61% -$354K 0.05% 184
2023
Q1 		$634K Buy
+3,910
New +$643K 0.13% 97
2022
Q2 		– Sell
-1,178
Closed -$250K – 170
2022
Q1 		$250K Buy
1,178
+2
+0.2% +$433 0.09% 122
2021
Q4 		$272K Sell
1,176
-165
-12% -$40.1K 0.01% 131
2021
Q3 		$307K Buy
1,341
+30
+2% +$7.51K 0.11% 115
2021
Q2 		$317K Sell
1,311
-34
-3% -$7.44K 0.12% 94
2021
Q1 		$247K Hold
1,345
– – 0.12% 92
2020
Q4 		$247K Sell
1,345
-22
-2% -$3.67K 0.12% 91
2020
Q3 		$215K Sell
1,367
-164
-11% -$22.5K 0.13% 87
2020
Q2 		$184K Buy
1,531
+54
+4% +$6.16K 0.13% 98
2020
Q1 		$137K Sell
1,477
-348
-19% -$38.6K 0.12% 110
2019
Q4 		$234K Sell
1,825
-51
-3% -$5.99K 0.18% 94
2019
Q3 		$201K Buy
1,876
+129
+7% +$12.3K 0.19% 94
2019
Q2 		$151K Buy
1,747
+542
+45% +$43.8K 0.13% 125
2019
Q1 		$96K Sell
1,205
-92
-7% -$6.72K 0.07% 143
2018
Q4 		$85K Buy
+1,297
New +$99.8K 0.06% 143

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 $3.37T AUM 44.26% 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

Liberty Wealth Management's TGT Position: Q1 2025 in Review

Liberty Wealth Management sold out of Target (TGT) in Q1 2025, closing a stake of 1,568 shares — an estimated $212K sold.

Liberty Wealth Management first reported a position in TGT in Q4 2018 and held it in 21 quarters. The position peaked at $634K in Q1 2023. 1,828 funds tracked by Wall St. Rank hold TGT as of Q1 2025.

  • Liberty Wealth Management reported no remaining Target position as of Q1 2025 after selling out during the quarter.
  • Liberty Wealth Management sold 1,568 Target shares in Q1 2025, an estimated $212K.
  • Liberty Wealth Management first reported a position in Target in Q4 2018 and held it in 21 quarters.
  • Liberty Wealth Management's Target position peaked at $634K in Q1 2023.
  • 1,828 funds tracked by Wall St. Rank held Target as of Q1 2025.

Based on Liberty Wealth Management's 13F filing for Q1 2025, filed 9 May 2025.