Bank of Montreal’s Macy's M Stock Holding History

Bank of Montreal’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
2023 Q1	–	Sell	-110,000	Closed	-$2.28M	–	4020
2022 Q4	$2.28M	Buy	+110,000	New	+$2.25M	﹤0.01%	1725
2016 Q1	–	Sell	-20,000	Closed	-$700K	–	4317
2015 Q4	$700K	Sell	20,000 -40,000	-67%	-$1.73M	﹤0.01%	1861
2015 Q3	$3.08M	Buy	+60,000	New	+$3.76M	﹤0.01%	1127

Other funds holding M

BlackRock New York $6.73T AUM 46.02% 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 $2.64B AUM 33.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Bank of Montreal's M Position: Q1 2026 in Review

Bank of Montreal increased its Macy's (M) stake by 28% in Q1 2026, buying an estimated $219K and bringing the position to 49,800 shares worth $901K. The position accounts for ﹤0.01% of the portfolio, ranked #2087.

Bank of Montreal first reported a position in M in Q2 2013 and has held it in 52 quarters since. The position peaked at $341M in Q1 2015. 478 funds tracked by Wall St. Rank hold M as of Q1 2026.

Bank of Montreal held 49,800 shares of Macy's worth $901K as of Q1 2026.
Bank of Montreal bought 10,819 Macy's shares in Q1 2026, an estimated $219K.
Macy's made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2087 holding.
Bank of Montreal first reported a position in Macy's in Q2 2013 and has held it in 52 quarters since.
Bank of Montreal's Macy's position peaked at $341M in Q1 2015.
478 funds tracked by Wall St. Rank held Macy's as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.