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Bell Investment Advisors’s Macy's M Stock Holding History

Bell Investment Advisors’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 		$7.54K Hold
320
– – ﹤0.01% 810
2026
Q1 		$5.79K Hold
320
– – ﹤0.01% 901
2025
Q4 		$7.06K Sell
320
-39
-11% -$798 ﹤0.01% 837
2025
Q3 		$6.44K Sell
359
-167
-32% -$2.36K ﹤0.01% 812
2025
Q2 		$6.13K Sell
526
-62
-11% -$719 ﹤0.01% 894
2025
Q1 		$7.39K Buy
588
+39
+7% +$566 ﹤0.01% 725
2024
Q4 		$9.29K Sell
549
-165
-23% -$2.63K ﹤0.01% 628
2024
Q3 		$11.2K Sell
714
-44
-6% -$715 ﹤0.01% 576
2024
Q2 		$14.6K Buy
758
+83
+12% +$1.58K ﹤0.01% 474
2024
Q1 		$13.5K Hold
675
– – ﹤0.01% 478
2023
Q4 		$13.6K Buy
675
+35
+5% +$506 ﹤0.01% 454
2023
Q3 		$7.43K Buy
640
+293
+84% +$4.11K ﹤0.01% 619
2023
Q2 		$5.57K Buy
347
+96
+38% +$1.53K ﹤0.01% 766
2023
Q1 		$4.39K Sell
251
-93
-27% -$1.97K ﹤0.01% 844
2022
Q4 		$7.1K Buy
344
+41
+14% +$840 ﹤0.01% 637
2022
Q3 		$5K Buy
303
+162
+115% +$2.87K ﹤0.01% 692
2022
Q2 		$3K Buy
+141
New +$3.19K ﹤0.01% 972
2021
Q4 		$4K Buy
160
+19
+13% +$518 ﹤0.01% 872
2021
Q3 		$3K Buy
+141
New +$2.82K ﹤0.01% 936

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

Bell Investment Advisors's M Position: Q2 2026 in Review

Bell Investment Advisors held its Macy's (M) position steady in Q2 2026 at 320 shares worth $7.54K. The position accounts for ﹤0.01% of the portfolio, ranked #810.

Bell Investment Advisors first reported a position in M in Q3 2021 and has held it in 19 quarters since. The position peaked at $14.6K in Q2 2024. 489 funds tracked by Wall St. Rank hold M as of Q2 2026.

  • Bell Investment Advisors held 320 shares of Macy's worth $7.54K as of Q2 2026.
  • Bell Investment Advisors left its Macy's share count unchanged in Q2 2026.
  • Macy's made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #810 holding.
  • Bell Investment Advisors first reported a position in Macy's in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Macy's position peaked at $14.6K in Q2 2024.
  • 489 funds tracked by Wall St. Rank held Macy's as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.