Rothwell Investment Advisors, LLC’s Macy's M Stock Holding History

Rothwell Investment Advisors, 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	$29.8K	Buy	+1,310	New	+$30.5K	0.02%	527

Other funds holding M

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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

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

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

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.44B AUM 41.54% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Rothwell Investment Advisors, LLC's M Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Macy's (M) in Q3 2026: 1,310 shares worth $29.8K. The stake represents 0.02% of the portfolio and ranks #527 among its holdings.

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

Rothwell Investment Advisors, LLC held 1,310 shares of Macy's worth $29.8K as of Q3 2026.
Macy's was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Macy's made up 0.02% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #527 holding.
225 funds tracked by Wall St. Rank held Macy's as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.