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Marcum Wealth’s Target TGT Stock Holding History

Marcum Wealth’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 		$365K Buy
3,494
+61
+2% +$7.62K 0.03% 248
2024
Q4 		$464K Sell
3,433
-1,121
-25% -$161K 0.04% 209
2024
Q3 		$710K Buy
4,554
+188
+4% +$28K 0.07% 147
2024
Q2 		$646K Sell
4,366
-22
-0.5% -$3.46K 0.06% 152
2024
Q1 		$778K Buy
4,388
+164
+4% +$24.9K 0.08% 132
2023
Q4 		$602K Sell
4,224
-316
-7% -$38.6K 0.06% 155
2023
Q3 		$502K Buy
4,540
+181
+4% +$23K 0.06% 171
2023
Q2 		$575K Sell
4,359
-182
-4% -$27K 0.07% 151
2023
Q1 		$752K Sell
4,541
-46
-1% -$7.56K 0.09% 126
2022
Q4 		$684K Sell
4,587
-310
-6% -$48.6K 0.09% 129
2022
Q3 		$727K Buy
4,897
+318
+7% +$50.9K 0.11% 114
2022
Q2 		$647K Buy
4,579
+510
+13% +$97.8K 0.1% 129
2022
Q1 		$864K Buy
4,069
+112
+3% +$24.2K 0.12% 111
2021
Q4 		$916K Sell
3,957
-794
-17% -$193K 0.13% 107
2021
Q3 		$1.09M Buy
4,751
+108
+2% +$27.1K 0.17% 85
2021
Q2 		$1.12M Sell
4,643
-730
-14% -$160K 0.18% 78
2021
Q1 		$1.06M Buy
5,373
+4,069
+312% +$762K 0.18% 80
2020
Q4 		$230K Sell
1,304
-44
-3% -$7.34K 0.05% 124
2020
Q3 		$212K Buy
+1,348
New +$185K 0.07% 106

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

Marcum Wealth's TGT Position: Q1 2025 in Review

Marcum Wealth increased its Target (TGT) stake by 1.8% in Q1 2025, buying an estimated $7.62K and bringing the position to 3,494 shares worth $365K. The position accounts for 0.03% of the portfolio, ranked #248.

Marcum Wealth first reported a position in TGT in Q3 2020 and has held it in 19 quarters since. The position peaked at $1.12M in Q2 2021. 1,826 funds tracked by Wall St. Rank hold TGT as of Q1 2025.

  • Marcum Wealth held 3,494 shares of Target worth $365K as of Q1 2025.
  • Marcum Wealth bought 61 Target shares in Q1 2025, an estimated $7.62K.
  • Target made up 0.03% of Marcum Wealth's portfolio in Q1 2025, its #248 holding.
  • Marcum Wealth first reported a position in Target in Q3 2020 and has held it in 19 quarters since.
  • Marcum Wealth's Target position peaked at $1.12M in Q2 2021.
  • 1,826 funds tracked by Wall St. Rank held Target as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.