Position in TGT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$67,002
+$6,402 QoQ
Shares Held
513
+2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,597
of 1,872 holders
Holding Since
Dec 2024
7 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, 2026Physician Wealth Advisors, Inc. holds $3,516,892 across 7 Discount Stores names. TGT ranks #3 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COST |
Costco Wholesale Corp /New
|
1,890 | $1,768,038 | |
| 2 | WMT |
Walmart Inc.
|
14,634 | $1,657,446 | |
| 3 | TGT |
Target Corp
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|
513 | $67,002 | |
| 4 | DLTR |
Dollar Tree, Inc.
|
80 | $9,676 | |
| 5 | DG |
Dollar General Corp
|
82 | $9,439 | |
| 6 | BJ |
BJ's Wholesale Club Holdings, Inc.
|
45 | $3,924 | |
| 7 | PSMT |
Pricesmart Inc
|
7 | $1,367 |
All Filings in TGT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,002 | 513 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $60,600 | 500 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $52,296 | 535 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $45,567 | 508 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $46,365 | 470 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $46,127 | 442 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $59,208 | 438 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||