LWM
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Lyell Wealth Management’s Target TGT Stock Holding History

Lyell 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
Q4 		– Sell
-2,625
Closed -$235K – 219
2025
Q3 		$235K Sell
2,625
-128
-5% -$12.6K 0.02% 199
2025
Q2 		$272K Sell
2,753
-5,182
-65% -$498K 0.02% 191
2025
Q1 		$828K Sell
7,935
-2,951
-27% -$369K 0.08% 124
2024
Q4 		$1.47M Sell
10,886
-24,032
-69% -$3.44M 0.13% 104
2024
Q3 		$5.44M Sell
34,918
-2,278
-6% -$339K 0.49% 63
2024
Q2 		$5.51M Buy
37,196
+73
+0.2% +$11.5K 0.53% 62
2024
Q1 		$6.58M Buy
37,123
+456
+1% +$69.4K 0.67% 52
2023
Q4 		$5.22M Sell
36,667
-4,119
-10% -$503K 0.59% 60
2023
Q3 		$4.51M Buy
40,786
+18
+0% +$2.29K 0.61% 59
2023
Q2 		$5.38M Buy
40,768
+1,867
+5% +$277K 0.69% 53
2023
Q1 		$6.44M Buy
38,901
+803
+2% +$132K 0.9% 43
2022
Q4 		$5.68M Sell
38,098
-999
-3% -$157K 0.9% 42
2022
Q3 		$5.8M Buy
39,097
+205
+0.5% +$32.8K 0.99% 37
2022
Q2 		$5.49M Sell
38,892
-401
-1% -$76.9K 0.9% 38
2022
Q1 		$8.34M Sell
39,293
-128
-0.3% -$27.7K 1.07% 32
2021
Q4 		$9.12M Buy
39,421
+2,240
+6% +$545K 1.04% 36
2021
Q3 		$8.51M Buy
37,181
+630
+2% +$158K 1.03% 37
2021
Q2 		$8.84M Buy
36,551
+934
+3% +$204K 1.09% 34
2021
Q1 		$7.05M Buy
35,617
+3,838
+12% +$718K 1.03% 37
2020
Q4 		$5.61M Buy
31,779
+6,320
+25% +$1.05M 0.9% 44
2020
Q3 		$4.01M Buy
25,459
+22,729
+833% +$3.12M 0.75% 56
2020
Q2 		$327K Buy
2,730
+30
+1% +$3.42K 0.07% 105
2020
Q1 		$251K Sell
2,700
-600
-18% -$66.6K 0.08% 105
2019
Q4 		$423K Hold
3,300
– – 0.11% 89
2019
Q3 		$353K Hold
3,300
– – 0.11% 92
2019
Q2 		$286K Buy
+3,300
New +$267K 0.09% 107

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lyell Wealth Management's TGT Position: Q4 2025 in Review

Lyell Wealth Management sold out of Target (TGT) in Q4 2025, closing a stake of 2,625 shares — an estimated $235K sold.

Lyell Wealth Management first reported a position in TGT in Q2 2019 and held it in 26 quarters. The position peaked at $9.12M in Q4 2021. 1,735 funds tracked by Wall St. Rank hold TGT as of Q4 2025.

  • Lyell Wealth Management reported no remaining Target position as of Q4 2025 after selling out during the quarter.
  • Lyell Wealth Management sold 2,625 Target shares in Q4 2025, an estimated $235K.
  • Lyell Wealth Management first reported a position in Target in Q2 2019 and held it in 26 quarters.
  • Lyell Wealth Management's Target position peaked at $9.12M in Q4 2021.
  • 1,735 funds tracked by Wall St. Rank held Target as of Q4 2025.

Based on Lyell Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.