Atria Investments’s Macy's M Stock Holding History

Atria Investments’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 Q1	–	Sell	-12,042	Closed	-$266K	–	2116
2025 Q4	$266K	Buy	+12,042	New	+$247K	﹤0.01%	1806
2024 Q4	–	Sell	-13,464	Closed	-$211K	–	1930
2024 Q3	$211K	Buy	+13,464	New	+$219K	﹤0.01%	1804
2020 Q2	–	Sell	-20,523	Closed	-$101K	–	681
2020 Q1	$101K	Sell	20,523 -30,600	-60%	-$415K	0.01%	558
2019 Q4	$869K	Sell	51,123 -16,690	-25%	-$261K	0.02%	589
2019 Q3	$1.05M	Buy	67,813 +3,450	+5%	+$63.9K	0.04%	413
2019 Q2	$1.04M	Buy	+64,363	New	+$1.46M	0.04%	397
2019 Q1	–	Sell	-19,704	Closed	-$587K	–	998
2018 Q4	$587K	Sell	19,704 -48,211	-71%	-$1.59M	0.03%	447
2018 Q3	$2.36M	Buy	67,915 +238	+0.4%	+$8.86K	0.09%	194
2018 Q2	$2.53M	Sell	67,677 -32,209	-32%	-$1.08M	0.11%	180
2018 Q1	$2.97M	Sell	99,886 -14,243	-12%	-$385K	0.14%	143
2017 Q4	$2.88M	Sell	114,129 -4,223	-4%	-$92.6K	0.14%	157
2017 Q3	$2.58M	Buy	+118,352	New	+$2.6M	0.14%	162

Other funds holding M

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

RAM

RWC Asset Management London, United Kingdom $2.4B AUM 29.54% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Atria Investments's M Position: Q1 2026 in Review

Atria Investments sold out of Macy's (M) in Q1 2026, closing a stake of 12,042 shares — an estimated $266K sold.

Atria Investments first reported a position in M in Q3 2017 and held it in 12 quarters. The position peaked at $2.97M in Q1 2018. 476 funds tracked by Wall St. Rank hold M as of Q1 2026.

Atria Investments reported no remaining Macy's position as of Q1 2026 after selling out during the quarter.
Atria Investments sold 12,042 Macy's shares in Q1 2026, an estimated $266K.
Atria Investments first reported a position in Macy's in Q3 2017 and held it in 12 quarters.
Atria Investments's Macy's position peaked at $2.97M in Q1 2018.
476 funds tracked by Wall St. Rank held Macy's as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.