Lodestone Wealth Management LLC

Position in TGT — Target Corp

CIK 1950158 SPOKANE, WA

Position in TGT

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,778,384

+$197,694 QoQ

Shares Held

13,616

+4.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.25%

of 13F equity value

Holder Rank

#624

of 1,872 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Lodestone Wealth Management LLC holds $3,884,617 across 4 Discount Stores names. TGT ranks #1 (45.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TGT	Target Corp This page	13,616	$1,778,384
2	COST	Costco Wholesale Corp /New	1,477	$1,381,689
3	WMT	Walmart Inc.	6,386	$723,278
4	DG	Dollar General Corp	11	$1,266

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,778,384	13,616	+4.4%	Shares	Sole	2026-07-24
2026-03-31	$1,580,690	13,042	+1.5%	Shares	Sole	2026-05-01
2025-12-31	$1,255,891	12,848	+23.3%	Shares	Sole	2026-01-15
2025-09-30	$934,943	10,423	-15.2%	Shares	Sole	2025-10-24
2025-06-30	$1,212,507	12,291	+23.6%	Shares	Sole	2025-08-12
2025-03-31	$1,037,754	9,944	-6.4%	Shares	Other	2025-04-28
2024-12-31	$1,435,745	10,621	-4.6%	Shares	Other	2025-01-30
2024-09-30	$1,734,877	11,131	-1.0%	Shares	Other	2024-10-29
2024-06-30	$1,663,969	11,240	-0.1%	Shares	Other	2024-07-16
2024-03-31	$1,993,080	11,247	-3.0%	Shares	Sole	2024-04-30
2023-12-31	$1,652,071	11,600	-1.1%	Shares	Other	2024-01-25
2023-09-30	$1,296,764	11,728	-4.3%	Shares	Sole	2023-10-20
2023-06-30	$1,615,643	12,249	+18.3%	Shares	Sole	2023-07-25
2023-03-31	$1,714,269	10,350	-0.1%	Shares	Sole	2023-05-15
2022-12-31	$1,543,904	10,359	—	Shares	Sole	2023-02-09
No filing history on record for this holder in this stock.