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Whitaker-Myers Wealth Managers’s Target TGT Stock Holding History

Whitaker-Myers Wealth Managers’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
Q1 		– Sell
-2,207
Closed -$298K – 136
2024
Q4 		$298K Buy
+2,207
New +$316K 0.09% 93

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 $5.72T 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Whitaker-Myers Wealth Managers's TGT Position: Q1 2025 in Review

Whitaker-Myers Wealth Managers sold out of Target (TGT) in Q1 2025, closing a stake of 2,207 shares — an estimated $298K sold.

Whitaker-Myers Wealth Managers first reported a position in TGT in Q4 2024 and held it in 1 quarter. The position peaked at $298K in Q4 2024. 1,825 funds tracked by Wall St. Rank hold TGT as of Q1 2025.

  • Whitaker-Myers Wealth Managers reported no remaining Target position as of Q1 2025 after selling out during the quarter.
  • Whitaker-Myers Wealth Managers sold 2,207 Target shares in Q1 2025, an estimated $298K.
  • Whitaker-Myers Wealth Managers first reported a position in Target in Q4 2024 and held it in 1 quarter.
  • Whitaker-Myers Wealth Managers's Target position peaked at $298K in Q4 2024.
  • 1,825 funds tracked by Wall St. Rank held Target as of Q1 2025.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q1 2025, filed 14 Apr 2025.