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Bartlett & Co Wealth Management’s Macy's M Stock Holding History

Bartlett & Co Wealth Management’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
Q2 		$15.7K Hold
660
– – ﹤0.01% 924
2026
Q1 		$12.6K Buy
660
+303
+85% +$6.13K ﹤0.01% 891
2025
Q4 		$7.94K Hold
357
– – ﹤0.01% 956
2025
Q3 		$6.47K Hold
357
– – ﹤0.01% 970
2025
Q2 		$4.23K Buy
357
+139
+64% +$1.61K ﹤0.01% 1021
2025
Q1 		$2.77K Buy
218
+48
+28% +$697 ﹤0.01% 1045
2024
Q4 		$2.91K Hold
170
– – ﹤0.01% 1015
2024
Q3 		$2.7K Hold
170
– – ﹤0.01% 1019
2024
Q2 		$3.29K Buy
170
+73
+75% +$1.39K ﹤0.01% 1018
2024
Q1 		$1.95K Buy
97
+49
+102% +$947 ﹤0.01% 1038
2023
Q4 		$985 Hold
48
– – ﹤0.01% 1186
2023
Q3 		$565 Hold
48
– – ﹤0.01% 1129
2023
Q2 		$778 Hold
48
– – ﹤0.01% 1108
2023
Q1 		$840 Buy
+48
New +$1.02K ﹤0.01% 1017
2020
Q4 		– Sell
-6
Closed -$34 – 1215
2020
Q3 		$34 Hold
6
– – ﹤0.01% 834
2020
Q2 		$41 Sell
6
-500
-99% -$3.08K ﹤0.01% 837
2020
Q1 		$2.49K Sell
506
-575
-53% -$7.79K ﹤0.01% 769
2019
Q4 		$18.8K Hold
1,081
– – ﹤0.01% 661
2019
Q3 		$17.2K Sell
1,081
-808
-43% -$15K ﹤0.01% 677
2019
Q2 		$41.2K Buy
1,889
+808
+75% +$18.4K ﹤0.01% 459
2019
Q1 		$26.4K Sell
1,081
-200
-16% -$5.05K ﹤0.01% 495
2018
Q4 		$38.1K Hold
1,281
– – ﹤0.01% 443
2018
Q3 		$45K Sell
1,281
-100
-7% -$3.72K ﹤0.01% 450
2018
Q2 		$52.2K Buy
1,381
+200
+17% +$6.7K ﹤0.01% 423
2018
Q1 		$35.6K Buy
+1,181
New +$31.9K ﹤0.01% 462

Other funds holding M

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bartlett & Co Wealth Management's M Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its Macy's (M) position steady in Q2 2026 at 660 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #924.

Bartlett & Co Wealth Management first reported a position in M in Q1 2018 and has held it in 25 quarters since. The position peaked at $52.2K in Q2 2018. 490 funds tracked by Wall St. Rank hold M as of Q2 2026.

  • Bartlett & Co Wealth Management held 660 shares of Macy's worth $15.7K as of Q2 2026.
  • Bartlett & Co Wealth Management left its Macy's share count unchanged in Q2 2026.
  • Macy's made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #924 holding.
  • Bartlett & Co Wealth Management first reported a position in Macy's in Q1 2018 and has held it in 25 quarters since.
  • Bartlett & Co Wealth Management's Macy's position peaked at $52.2K in Q2 2018.
  • 490 funds tracked by Wall St. Rank held Macy's as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.