BCS Wealth Management’s Macy's M Stock Holding History

BCS 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	$410K	Buy	17,415 +93	+0.5%	+$1.95K	0.07%	202
2026 Q1	$313K	Sell	17,322 -17,042	-50%	-$345K	0.06%	207
2025 Q4	$758K	Buy	34,364 +16,207	+89%	+$332K	0.08%	182
2025 Q3	$326K	Buy	18,157 +267	+1%	+$3.78K	0.07%	190
2025 Q2	$209K	Buy	+17,890	New	+$207K	0.05%	245
2024 Q4	–	Sell	-10,081	Closed	-$158K	–	260
2024 Q3	$158K	Buy	+10,081	New	+$164K	0.07%	165

Other funds holding M

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

BCS Wealth Management's M Position: Q2 2026 in Review

BCS Wealth Management increased its Macy's (M) stake by 0.54% in Q2 2026, buying an estimated $1.95K and bringing the position to 17,415 shares worth $410K. The position accounts for 0.07% of the portfolio, ranked #202.

BCS Wealth Management first reported a position in M in Q3 2024 and has held it in 6 quarters since. The position peaked at $758K in Q4 2025. 47 funds tracked by Wall St. Rank hold M as of Q2 2026.

BCS Wealth Management held 17,415 shares of Macy's worth $410K as of Q2 2026.
BCS Wealth Management bought 93 Macy's shares in Q2 2026, an estimated $1.95K.
Macy's made up 0.07% of BCS Wealth Management's portfolio in Q2 2026, its #202 holding.
BCS Wealth Management first reported a position in Macy's in Q3 2024 and has held it in 6 quarters since.
BCS Wealth Management's Macy's position peaked at $758K in Q4 2025.
47 funds tracked by Wall St. Rank held Macy's as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.