TGT β€” TARGET CORP

Ownership history in PATRICK M SWEENEY & ASSOCIATES, INC  Β·  8 quarters on record

AI Ownership Summary

PATRICK M SWEENEY & ASSOCIATES, INC reported TARGET CORP (TGT) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.29% in 2024 Q1. The latest visible filing shows TGT at 0.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TGT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PATRICK M SWEENEY & ASSOCIATES, INC's position in TARGET CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

TGT was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.29% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How PATRICK M SWEENEY & ASSOCIATES, INC held TGT β€” position size vs. price
% of Fund (quarterly)    TGT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 2,281 -130 -5.4% 0.13% $205K 2025-11-12 $90.98
2025 Q2 ADDED 2,411 +7 +0.3% 0.17% $251K 2025-08-13 $103.00
2025 Q1 ADDED 2,404 +1 +0.0% 0.19% $251K 2025-04-14 $90.50
2024 Q4 REDUCED 2,403 -5 -0.2% 0.24% $325K 2025-01-22 $128.72
2024 Q3 ADDED 2,408 +155 +6.9% 0.28% $375K 2024-10-22 $140.43
2024 Q2 ADDED 2,253 +266 +13.4% 0.27% $333K 2024-07-17 $145.64
2024 Q1 ADDED 1,987 +253 +14.6% 0.29% $352K 2024-04-25 $152.54
2023 Q4 INITIATED 1,734 β€” β€” 0.23% $247K 2024-02-06 $132.99

FAQ About PATRICK M SWEENEY & ASSOCIATES, INC and TGT

These are the practical questions this page is built to answer before you even open the full history table.

How long has PATRICK M SWEENEY & ASSOCIATES, INC reported owning TGT?

PATRICK M SWEENEY & ASSOCIATES, INC reported TGT across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported TGT position in PATRICK M SWEENEY & ASSOCIATES, INC's portfolio?

The largest reported portfolio weight for TGT was 0.29% in 2024 Q1.

What is the latest reported TGT position on this page?

The most recent filing on this page is 2025 Q3, when PATRICK M SWEENEY & ASSOCIATES, INC reported 2,281 shares, equal to 0.13% of portfolio, with an estimated market value of $205K.

What does the chart on this TGT ownership page compare?

The chart compares PATRICK M SWEENEY & ASSOCIATES, INC's quarterly TGT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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