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Belpointe Asset Management’s Macy's M Stock Holding History

Belpointe Asset 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
2025
Q3 		– Sell
-32,586
Closed -$380K – 1023
2025
Q2 		$380K Buy
32,586
+625
+2% +$7.24K 0.02% 676
2025
Q1 		$401K Buy
31,961
+9,731
+44% +$141K 0.02% 626
2024
Q4 		$346K Sell
22,230
-9,920
-31% -$158K 0.02% 611
2024
Q3 		$504K Buy
32,150
+9,897
+44% +$161K 0.03% 501
2024
Q2 		$427K Buy
+22,253
New +$425K 0.03% 490
2023
Q4 		– Sell
-12,717
Closed -$148K – 741
2023
Q3 		$148K Buy
12,717
+1,592
+14% +$22.3K 0.02% 618
2023
Q2 		$179K Buy
11,125
+9,161
+466% +$147K 0.02% 579
2023
Q1 		$34.4K Buy
1,964
+1,429
+267% +$30.2K ﹤0.01% 1956
2022
Q4 		$11.1K Sell
535
-9,782
-95% -$200K ﹤0.01% 2564
2022
Q3 		$162K Buy
+10,317
New +$183K 0.01% 930
2021
Q1 		– Sell
-11,450
Closed -$129K – 1038
2020
Q4 		$129K Buy
+11,450
New +$98K 0.01% 858
2020
Q1 		– Sell
-10,569
Closed -$180K – 718
2019
Q4 		$180K Buy
10,569
+382
+4% +$5.98K 0.02% 573
2019
Q3 		$158K Sell
10,187
-2,467
-19% -$45.7K 0.03% 536
2019
Q2 		$272K Buy
+12,654
New +$288K 0.05% 345
2018
Q4 		– Sell
-15,249
Closed -$530K – 579
2018
Q3 		$530K Sell
15,249
-1,478
-9% -$55K 0.08% 250
2018
Q2 		$626K Sell
16,727
-2,245
-12% -$75.2K 0.17% 114
2018
Q1 		$564K Sell
18,972
-10,134
-35% -$274K 0.16% 130
2017
Q4 		$733K Sell
29,106
-3,043
-9% -$66.8K 0.16% 139
2017
Q3 		$701K Buy
+32,149
New +$707K 0.16% 134

Other funds holding M

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Belpointe Asset Management's M Position: Q3 2025 in Review

Belpointe Asset Management sold out of Macy's (M) in Q3 2025, closing a stake of 32,586 shares — an estimated $380K sold.

Belpointe Asset Management first reported a position in M in Q3 2017 and held it in 19 quarters. The position peaked at $733K in Q4 2017. 436 funds tracked by Wall St. Rank hold M as of Q3 2025.

  • Belpointe Asset Management reported no remaining Macy's position as of Q3 2025 after selling out during the quarter.
  • Belpointe Asset Management sold 32,586 Macy's shares in Q3 2025, an estimated $380K.
  • Belpointe Asset Management first reported a position in Macy's in Q3 2017 and held it in 19 quarters.
  • Belpointe Asset Management's Macy's position peaked at $733K in Q4 2017.
  • 436 funds tracked by Wall St. Rank held Macy's as of Q3 2025.

Based on Belpointe Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.