Superior Planning, LLC’s Macy's M Stock Holding History

Superior Planning, LLC’s Portfolio M Stock Details M Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.35K	Buy	+235	New	+$5.47K	﹤0.01%	1181

Other funds holding M

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Superior Planning, LLC's M Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Macy's (M) in Q3 2026: 235 shares worth $5.35K. The stake represents ﹤0.01% of the portfolio and ranks #1181 among its holdings.

340 funds tracked by Wall St. Rank hold M as of Q3 2026.

Superior Planning, LLC held 235 shares of Macy's worth $5.35K as of Q3 2026.
Macy's was a new Superior Planning, LLC position in Q3 2026.
Macy's made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1181 holding.
340 funds tracked by Wall St. Rank held Macy's as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.