Martel Wealth Advisors’s Target TGT Stock Holding History

Martel 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	–	Sell	-3,000	Closed	-$364K	–	74
2026 Q1	$364K	Hold	3,000	–	–	0.06%	57
2025 Q4	$293K	Hold	3,000	–	–	0.05%	59
2025 Q3	$269K	Hold	3,000	–	–	0.05%	62
2025 Q2	$296K	Hold	3,000	–	–	0.05%	55
2025 Q1	$313K	Hold	3,000	–	–	0.06%	53
2024 Q4	$406K	Buy	+3,000	New	+$430K	0.08%	50

Other funds holding TGT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

MAA

Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

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

Martel Wealth Advisors sold out of Target (TGT) in Q2 2026, closing a stake of 3,000 shares — an estimated $364K sold.

Martel Wealth Advisors first reported a position in TGT in Q4 2024 and held it in 6 quarters. The position peaked at $406K in Q4 2024. 307 funds tracked by Wall St. Rank hold TGT as of Q2 2026.

Martel Wealth Advisors reported no remaining Target position as of Q2 2026 after selling out during the quarter.
Martel Wealth Advisors sold 3,000 Target shares in Q2 2026, an estimated $364K.
Martel Wealth Advisors first reported a position in Target in Q4 2024 and held it in 6 quarters.
Martel Wealth Advisors's Target position peaked at $406K in Q4 2024.
307 funds tracked by Wall St. Rank held Target as of Q2 2026.

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