Mowery & Schoenfeld Wealth Management’s Target TGT Stock Holding History

Mowery & Schoenfeld 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
2026 Q1	$50.1K	Sell	413 -93	-18%	-$10.5K	0.08%	124
2025 Q4	$49.5K	Buy	506 +93	+23%	+$8.57K	0.07%	137
2025 Q3	$37K	Sell	413 -1	-0.2%	-$98	0.06%	136
2025 Q2	$40.8K	Sell	414 -949	-70%	-$91.1K	0.06%	123
2025 Q1	$142K	Buy	1,363 +876	+180%	+$109K	0.28%	61
2024 Q4	$65.8K	Buy	487 +74	+18%	+$10.6K	0.13%	99
2024 Q3	$64.4K	Hold	413	–	–	0.1%	84
2024 Q2	$61.1K	Hold	413	–	–	0.09%	86
2024 Q1	$73.2K	Hold	413	–	–	0.14%	64
2023 Q4	$58.8K	Buy	+413	New	+$50.4K	0.12%	68

Other funds holding TGT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's TGT Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management reduced its Target (TGT) stake by 18% in Q1 2026, selling an estimated $10.5K and leaving 413 shares worth $50.1K. The position accounts for 0.08% of the portfolio, ranked #124.

Mowery & Schoenfeld Wealth Management first reported a position in TGT in Q4 2023 and has held it in 10 quarters since. The position peaked at $142K in Q1 2025. 1,842 funds tracked by Wall St. Rank hold TGT as of Q1 2026.

Mowery & Schoenfeld Wealth Management held 413 shares of Target worth $50.1K as of Q1 2026.
Mowery & Schoenfeld Wealth Management sold 93 Target shares in Q1 2026, an estimated $10.5K.
Target made up 0.08% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #124 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Target in Q4 2023 and has held it in 10 quarters since.
Mowery & Schoenfeld Wealth Management's Target position peaked at $142K in Q1 2025.
1,842 funds tracked by Wall St. Rank held Target as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.