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Lineweaver Wealth Advisors’s Target TGT Stock Holding History

Lineweaver 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
2025
Q1 		– Sell
-3,949
Closed -$535K – 148
2024
Q4 		$535K Sell
3,949
-2,191
-36% -$314K 0.1% 106
2024
Q3 		$958K Buy
6,140
+536
+10% +$79.8K 0.18% 86
2024
Q2 		$830K Buy
5,604
+481
+9% +$75.7K 0.17% 88
2024
Q1 		$909K Buy
5,123
+71
+1% +$10.8K 0.22% 85
2023
Q4 		$720K Buy
+5,052
New +$617K 0.19% 86

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

Lineweaver Wealth Advisors's TGT Position: Q1 2025 in Review

Lineweaver Wealth Advisors sold out of Target (TGT) in Q1 2025, closing a stake of 3,949 shares — an estimated $535K sold.

Lineweaver Wealth Advisors first reported a position in TGT in Q4 2023 and held it in 5 quarters. The position peaked at $958K in Q3 2024. 1,828 funds tracked by Wall St. Rank hold TGT as of Q1 2025.

  • Lineweaver Wealth Advisors reported no remaining Target position as of Q1 2025 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 3,949 Target shares in Q1 2025, an estimated $535K.
  • Lineweaver Wealth Advisors first reported a position in Target in Q4 2023 and held it in 5 quarters.
  • Lineweaver Wealth Advisors's Target position peaked at $958K in Q3 2024.
  • 1,828 funds tracked by Wall St. Rank held Target as of Q1 2025.

Based on Lineweaver Wealth Advisors's 13F filing for Q1 2025, filed 2 May 2025.