TWM
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Tradition Wealth Management’s Target TGT Stock Holding History

Tradition 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 		$1.93M Buy
15,921
+1,351
+9% +$152K 0.14% 143
2025
Q4 		$1.42M Buy
14,570
+1,188
+9% +$109K 0.1% 166
2025
Q3 		$1.2M Sell
13,382
-307
-2% -$30.2K 0.09% 172
2025
Q2 		$1.35M Sell
13,689
-1,781
-12% -$171K 0.11% 156
2025
Q1 		$1.61M Buy
15,470
+67
+0.4% +$8.37K 0.14% 136
2024
Q4 		$2.08M Buy
15,403
+332
+2% +$47.6K 0.18% 107
2024
Q3 		$2.35M Buy
15,071
+2,122
+16% +$316K 0.21% 96
2024
Q2 		$1.92M Sell
12,949
-412
-3% -$64.8K 0.19% 105
2024
Q1 		$2.37M Sell
13,361
-309
-2% -$47K 0.24% 83
2023
Q4 		$1.95M Buy
13,670
+1,703
+14% +$208K 0.2% 90
2023
Q3 		$1.32M Sell
11,967
-1,630
-12% -$207K 0.16% 106
2023
Q2 		$1.79M Sell
13,597
-1,579
-10% -$234K 0.21% 90
2023
Q1 		$2.51M Buy
15,176
+4,446
+41% +$731K 0.31% 71
2022
Q4 		$1.6M Sell
10,730
-358
-3% -$56.2K 0.23% 81
2022
Q3 		$1.65M Buy
11,088
+34
+0.3% +$5.44K 0.25% 78
2022
Q2 		$1.56M Buy
11,054
+1,374
+14% +$263K 0.23% 79
2022
Q1 		$2.05M Buy
9,680
+318
+3% +$68.8K 0.26% 82
2021
Q4 		$2.17M Sell
9,362
-50
-0.5% -$12.2K 0.27% 80
2021
Q3 		$2.15M Sell
9,412
-925
-9% -$232K 0.31% 79
2021
Q2 		$2.5M Buy
10,337
+9
+0.1% +$1.97K 0.37% 73
2021
Q1 		$2.05M Buy
10,328
+193
+2% +$36.1K 0.35% 73
2020
Q4 		$1.79M Buy
+10,135
New +$1.69M 0.35% 71

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

Tradition Wealth Management's TGT Position: Q1 2026 in Review

Tradition Wealth Management increased its Target (TGT) stake by 9.3% in Q1 2026, buying an estimated $152K and bringing the position to 15,921 shares worth $1.93M. The position accounts for 0.14% of the portfolio, ranked #143.

Tradition Wealth Management first reported a position in TGT in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.51M in Q1 2023. 1,842 funds tracked by Wall St. Rank hold TGT as of Q1 2026.

  • Tradition Wealth Management held 15,921 shares of Target worth $1.93M as of Q1 2026.
  • Tradition Wealth Management bought 1,351 Target shares in Q1 2026, an estimated $152K.
  • Target made up 0.14% of Tradition Wealth Management's portfolio in Q1 2026, its #143 holding.
  • Tradition Wealth Management first reported a position in Target in Q4 2020 and has held it in 22 quarters since.
  • Tradition Wealth Management's Target position peaked at $2.51M in Q1 2023.
  • 1,842 funds tracked by Wall St. Rank held Target as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.