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 Q2	–	Sell	-200	Closed	-$3.62K	–	346
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Bernard Wealth Management sold out of Macy's (M) in Q2 2026, closing a stake of 200 shares — an estimated $3.62K sold.

Bernard Wealth Management first reported a position in M in Q4 2024 and held it in 6 quarters. The position peaked at $4.41K in Q4 2025. 490 funds tracked by Wall St. Rank hold M as of Q2 2026.

Bernard Wealth Management reported no remaining Macy's position as of Q2 2026 after selling out during the quarter.
Bernard Wealth Management sold 200 Macy's shares in Q2 2026, an estimated $3.62K.
Bernard Wealth Management first reported a position in Macy's in Q4 2024 and held it in 6 quarters.
Bernard Wealth Management's Macy's position peaked at $4.41K in Q4 2025.
490 funds tracked by Wall St. Rank held Macy's as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.