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Lifelong Wealth Advisors’s Target TGT Stock Holding History

Lifelong Wealth 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 		$530K Buy
4,059
+7
+0.2% +$889 0.12% 59
2026
Q1 		$491K Buy
4,052
+21
+0.5% +$2.37K 0.13% 55
2025
Q4 		$394K Sell
4,031
-728
-15% -$67.1K 0.1% 62
2025
Q3 		$427K Sell
4,759
-171
-3% -$16.8K 0.13% 51
2025
Q2 		$486K Buy
4,930
+152
+3% +$14.6K 0.16% 44
2025
Q1 		$499K Buy
4,778
+811
+20% +$101K 0.23% 39
2024
Q4 		$536K Buy
+3,967
New +$569K 0.24% 33

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

Lifelong Wealth Advisors's TGT Position: Q2 2026 in Review

Lifelong Wealth Advisors increased its Target (TGT) stake by 0.17% in Q2 2026, buying an estimated $889 and bringing the position to 4,059 shares worth $530K. The position accounts for 0.12% of the portfolio, ranked #59.

Lifelong Wealth Advisors first reported a position in TGT in Q4 2024 and has held it in 7 quarters since. The position peaked at $536K in Q4 2024. 1,878 funds tracked by Wall St. Rank hold TGT as of Q2 2026.

  • Lifelong Wealth Advisors held 4,059 shares of Target worth $530K as of Q2 2026.
  • Lifelong Wealth Advisors bought 7 Target shares in Q2 2026, an estimated $889.
  • Target made up 0.12% of Lifelong Wealth Advisors's portfolio in Q2 2026, its #59 holding.
  • Lifelong Wealth Advisors first reported a position in Target in Q4 2024 and has held it in 7 quarters since.
  • Lifelong Wealth Advisors's Target position peaked at $536K in Q4 2024.
  • 1,878 funds tracked by Wall St. Rank held Target as of Q2 2026.

Based on Lifelong Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.