Montag & Associates’s Target TGT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$447K Sell
3,690
-60
-2% -$6.76K 0.02% 321
2025
Q4
$367K Sell
3,750
-573
-13% -$52.8K 0.02% 332
2025
Q3
$388K Sell
4,323
-3,479
-45% -$343K 0.02% 330
2025
Q2
$770K Sell
7,802
-187
-2% -$18K 0.04% 264
2025
Q1
$834K Sell
7,989
-619
-7% -$77.4K 0.04% 257
2024
Q4
$1.16M Sell
8,608
-1,395
-14% -$200K 0.06% 231
2024
Q3
$1.56M Sell
10,003
-19,363
-66% -$2.88M 0.07% 201
2024
Q2
$4.35M Sell
29,366
-22,079
-43% -$3.47M 0.22% 100
2024
Q1
$9.12M Buy
51,445
+15,466
+43% +$2.35M 0.46% 61
2023
Q4
$5.12M Buy
35,979
+14,674
+69% +$1.79M 0.29% 81
2023
Q3
$2.36M Sell
21,305
-4,353
-17% -$553K 0.15% 136
2023
Q2
$3.38M Sell
25,658
-15,185
-37% -$2.25M 0.21% 108
2023
Q1
$6.76M Sell
40,843
-9,841
-19% -$1.62M 0.44% 56
2022
Q4
$7.55M Sell
50,684
-2,022
-4% -$317K 0.51% 54
2022
Q3
$7.82M Buy
52,706
+26,487
+101% +$4.24M 0.54% 44
2022
Q2
$3.7M Sell
26,219
-974
-4% -$187K 0.24% 105
2022
Q1
$5.77M Buy
27,193
+546
+2% +$118K 0.31% 95
2021
Q4
$6.17M Buy
26,647
+541
+2% +$132K 0.3% 93
2021
Q3
$5.97M Buy
26,106
+2,817
+12% +$706K 0.32% 88
2021
Q2
$5.63M Buy
23,289
+625
+3% +$137K 0.3% 91
2021
Q1
$4.49M Buy
22,664
+101
+0.4% +$18.9K 0.25% 108
2020
Q4
$3.98M Sell
22,563
-1,377
-6% -$230K 0.24% 99
2020
Q3
$3.77M Buy
23,940
+465
+2% +$63.8K 0.3% 88
2020
Q2
$2.81M Sell
23,475
-6,805
-22% -$777K 0.25% 105
2020
Q1
$2.81M Buy
30,280
+9,349
+45% +$1.04M 0.28% 95
2019
Q4
$2.68M Buy
20,931
+14,965
+251% +$1.76M 0.21% 106
2019
Q3
$638K Buy
5,966
+145
+2% +$13.8K 0.06% 209
2019
Q2
$504K Buy
5,821
+161
+3% +$13K 0.04% 221
2019
Q1
$454K Sell
5,660
-14,088
-71% -$1.03M 0.04% 223
2018
Q4
$1.3M Buy
19,748
+12,288
+165% +$945K 0.14% 131
2018
Q3
$658K Hold
7,460
0.06% 215
2018
Q2
$568K Hold
7,460
0.06% 204
2018
Q1
$518K Hold
7,460
0.05% 209
2017
Q4
$487K Sell
7,460
-350
-4% -$21.1K 0.05% 216
2017
Q3
$461K Sell
7,810
-199
-2% -$11.1K 0.05% 197
2017
Q2
$419K Sell
8,009
-2,175
-21% -$119K 0.05% 192
2017
Q1
$562K Sell
10,184
-1,176
-10% -$73.2K 0.06% 175
2016
Q4
$821K Sell
11,360
-19,625
-63% -$1.42M 0.1% 152
2016
Q3
$2.13M Sell
30,985
-5,325
-15% -$382K 0.27% 108
2016
Q2
$2.54M Sell
36,310
-25,923
-42% -$1.93M 0.33% 93
2016
Q1
$5.12M Buy
62,233
+37,898
+156% +$2.86M 0.72% 40
2015
Q4
$1.77M Sell
24,335
-3,286
-12% -$245K 0.26% 104
2015
Q3
$2.17M Buy
27,621
+5,311
+24% +$424K 0.34% 93
2015
Q2
$1.82M Buy
22,310
+1,176
+6% +$95.2K 0.27% 114
2015
Q1
$1.73M Buy
21,134
+10,150
+92% +$784K 0.25% 115
2014
Q4
$834K Buy
10,984
+200
+2% +$13.5K 0.13% 152
2014
Q3
$676K Sell
10,784
-9,140
-46% -$554K 0.11% 157
2014
Q2
$1.16M Hold
19,924
0.19% 130
2014
Q1
$1.21M Sell
19,924
-1,600
-7% -$94.8K 0.2% 119
2013
Q4
$1.36M Sell
21,524
-36,455
-63% -$2.33M 0.23% 110
2013
Q3
$3.71M Sell
57,979
-300
-0.5% -$20.4K 0.69% 50
2013
Q2
$4.01M Buy
+58,279
New +$4.05M 0.82% 41

Other funds holding TGT

Montag & Associates's TGT Position: Q1 2026 in Review

Montag & Associates reduced its Target (TGT) stake by 1.6% in Q1 2026, selling an estimated $6.76K and leaving 3,690 shares worth $447K. The position accounts for 0.02% of the portfolio, ranked #321.

Montag & Associates first reported a position in TGT in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.12M in Q1 2024. 1,840 funds tracked by Wall St. Rank hold TGT as of Q1 2026.

  • Montag & Associates held 3,690 shares of Target worth $447K as of Q1 2026.
  • Montag & Associates sold 60 Target shares in Q1 2026, an estimated $6.76K.
  • Target made up 0.02% of Montag & Associates's portfolio in Q1 2026, its #321 holding.
  • Montag & Associates first reported a position in Target in Q2 2013 and has held it in 52 quarters since.
  • Montag & Associates's Target position peaked at $9.12M in Q1 2024.
  • 1,840 funds tracked by Wall St. Rank held Target as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.