Position in TGT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$398,621
+$71,987 QoQ
Shares Held
3,052
+13.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,149
of 1,872 holders
Holding Since
Jun 2022
14 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, 2026FSM Wealth Advisors, LLC holds $4,077,092 across 4 Discount Stores names. TGT ranks #3 (9.8% of the industry book) .
All Filings in TGT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $398,621 | 3,052 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $326,634 | 2,695 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $279,956 | 2,864 | Shares | Sole | 2026-01-23 | |
| 2025-06-30 | $235,181 | 2,384 | Shares | Sole | 2025-07-31 | |
| 2024-12-31 | $219,261 | 1,622 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $276,495 | 1,774 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $245,598 | 1,659 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $292,573 | 1,651 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $236,274 | 1,659 | Shares | Sole | 2024-05-14 | |
| 2023-06-30 | $199,037 | 1,509 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $424,178 | 2,561 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $441,605 | 2,963 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $395,014 | 2,662 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $299,690 | 2,122 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||