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Pinnacle Wealth Planning Services’s Target TGT Stock Holding History

Pinnacle Wealth Planning Services’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 		$499K Sell
4,119
-114
-3% -$12.9K 0.05% 212
2025
Q4 		$414K Sell
4,233
-1,006
-19% -$92.7K 0.04% 246
2025
Q3 		$470K Buy
5,239
+2,100
+67% +$207K 0.06% 227
2025
Q2 		$310K Sell
3,139
-1,916
-38% -$184K 0.04% 288
2025
Q1 		$528K Buy
5,055
+54
+1% +$6.75K 0.08% 159
2024
Q4 		$676K Buy
5,001
+889
+22% +$127K 0.1% 117
2024
Q3 		$641K Buy
4,112
+124
+3% +$18.5K 0.09% 152
2024
Q2 		$590K Sell
3,988
-41
-1% -$6.45K 0.08% 155
2024
Q1 		$714K Buy
4,029
+28
+0.7% +$4.26K 0.1% 127
2023
Q4 		$570K Sell
4,001
-5,289
-57% -$646K 0.09% 155
2023
Q3 		$1.03M Buy
9,290
+4
+0% +$508 0.17% 83
2023
Q2 		$1.22M Sell
9,286
-355
-4% -$52.7K 0.2% 75
2023
Q1 		$1.6M Buy
9,641
+468
+5% +$76.9K 0.27% 56
2022
Q4 		$1.37M Sell
9,173
-647
-7% -$102K 0.24% 63
2022
Q3 		$1.46M Buy
9,820
+793
+9% +$127K 0.27% 61
2022
Q2 		$1.27M Buy
9,027
+6,533
+262% +$1.25M 0.23% 68
2022
Q1 		$529K Sell
2,494
-82
-3% -$17.7K 0.1% 161
2021
Q4 		$596K Buy
2,576
+198
+8% +$48.1K 0.12% 135
2021
Q3 		$544K Buy
2,378
+149
+7% +$37.3K 0.12% 129
2021
Q2 		$539K Buy
2,229
+85
+4% +$18.6K 0.13% 125
2021
Q1 		$425K Buy
2,144
+9
+0.4% +$1.68K 0.11% 154
2020
Q4 		$377K Sell
2,135
-215
-9% -$35.9K 0.09% 149
2020
Q3 		$370K Buy
2,350
+46
+2% +$6.31K 0.12% 131
2020
Q2 		$276K Sell
2,304
-150
-6% -$17.1K 0.09% 170
2020
Q1 		$227K Buy
2,454
+285
+13% +$31.6K 0.11% 169
2019
Q4 		$278K Buy
+2,169
New +$255K 0.13% 163

Other funds holding TGT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pinnacle Wealth Planning Services's TGT Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Target (TGT) stake by 2.7% in Q1 2026, selling an estimated $12.9K and leaving 4,119 shares worth $499K. The position accounts for 0.05% of the portfolio, ranked #212.

Pinnacle Wealth Planning Services first reported a position in TGT in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.6M in Q1 2023. 1,840 funds tracked by Wall St. Rank hold TGT as of Q1 2026.

  • Pinnacle Wealth Planning Services held 4,119 shares of Target worth $499K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 114 Target shares in Q1 2026, an estimated $12.9K.
  • Target made up 0.05% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #212 holding.
  • Pinnacle Wealth Planning Services first reported a position in Target in Q4 2019 and has held it in 26 quarters since.
  • Pinnacle Wealth Planning Services's Target position peaked at $1.6M in Q1 2023.
  • 1,840 funds tracked by Wall St. Rank held Target as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.