Position in TGT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$247,375
-$53,201 QoQ
Shares Held
1,894
-23.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,386
of 1,872 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TGT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $11,049,696 across 6 Discount Stores names. TGT ranks #3 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COST |
Costco Wholesale Corp /New
|
8,589 | $8,034,751 | |
| 2 | WMT |
Walmart Inc.
|
18,826 | $2,132,232 | |
| 3 | TGT |
Target Corp
This page
|
1,894 | $247,375 | |
| 4 | DG |
Dollar General Corp
|
2,034 | $234,133 | |
| 5 | DLTR |
Dollar Tree, Inc.
|
1,828 | $221,096 | |
| 6 | BJ |
BJ's Wholesale Club Holdings, Inc.
|
2,065 | $180,109 |
All Filings in TGT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,375 | 1,894 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $300,576 | 2,480 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $242,224 | 2,478 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $248,738 | 2,773 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $256,391 | 2,599 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $287,407 | 2,754 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $429,196 | 3,175 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $611,127 | 3,921 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $600,746 | 4,058 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $595,957 | 3,363 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $485,937 | 3,412 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $381,134 | 3,447 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $466,134 | 3,534 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $588,483 | 3,553 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $531,327 | 3,565 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $665,232 | 4,483 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $633,134 | 4,483 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $955,202 | 4,501 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,046,108 | 4,520 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,036,785 | 4,532 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,040,207 | 4,303 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $848,135 | 4,282 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $630,741 | 3,573 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $528,931 | 3,360 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $430,068 | 3,586 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $312,100 | 3,357 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||