TSWM
TGT icon

Tyler-Stone Wealth Management’s Target TGT Stock Holding History

Tyler-Stone 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
2025
Q2 		$220K Sell
2,227
-762
-25% -$73.2K 0.04% 316
2025
Q1 		$312K Sell
2,989
-200
-6% -$25K 0.06% 248
2024
Q4 		$431K Buy
3,189
+947
+42% +$136K 0.08% 208
2024
Q3 		$349K Buy
2,242
+806
+56% +$120K 0.07% 228
2024
Q2 		$213K Sell
1,436
-324
-18% -$51K 0.09% 187
2024
Q1 		$312K Buy
1,760
+1,244
+241% +$189K 0.14% 137
2023
Q4 		$73.4K Buy
516
+15
+3% +$1.83K 0.04% 309
2023
Q3 		$55K Sell
501
-5
-1% -$635 0.03% 331
2023
Q2 		$67K Buy
+506
New +$75.1K 0.04% 306
2022
Q4 		$79K Hold
531
– – 0.05% 265
2022
Q3 		$79K Hold
531
– – 0.06% 247
2022
Q2 		$75K Buy
531
+100
+23% +$19.2K 0.05% 269
2022
Q1 		$91K Sell
431
-83
-16% -$18K 0.05% 265
2021
Q4 		$119K Buy
+514
New +$125K 0.06% 248

Other funds holding TGT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return