BWM
M icon

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

Bernard 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
Q1 		$3.62K Hold
200
– – ﹤0.01% 265
2025
Q4 		$4.41K Hold
200
– – ﹤0.01% 248
2025
Q3 		$3.59K Hold
200
– – ﹤0.01% 251
2025
Q2 		$2.33K Hold
200
– – ﹤0.01% 260
2025
Q1 		$2.51K Hold
200
– – ﹤0.01% 293
2024
Q4 		$3.39K Buy
+200
New +$3.19K ﹤0.01% 252

Other funds holding M

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
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 $2.4B AUM 29.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bernard Wealth Management's M Position: Q1 2026 in Review

Bernard Wealth Management held its Macy's (M) position steady in Q1 2026 at 200 shares worth $3.62K. The position accounts for ﹤0.01% of the portfolio, ranked #265.

Bernard Wealth Management first reported a position in M in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.41K in Q4 2025. 476 funds tracked by Wall St. Rank hold M as of Q1 2026.

  • Bernard Wealth Management held 200 shares of Macy's worth $3.62K as of Q1 2026.
  • Bernard Wealth Management left its Macy's share count unchanged in Q1 2026.
  • Macy's made up ﹤0.01% of Bernard Wealth Management's portfolio in Q1 2026, its #265 holding.
  • Bernard Wealth Management first reported a position in Macy's in Q4 2024 and has held it in 6 quarters since.
  • Bernard Wealth Management's Macy's position peaked at $4.41K in Q4 2025.
  • 476 funds tracked by Wall St. Rank held Macy's as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.