Blue Trust Inc’s Macy's M Stock Holding History

Blue Trust Inc’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 Q3	$1.41K	Buy	+62	New	+$1.44K	﹤0.01%	2105
2026 Q2	–	Sell	-122	Closed	-$2.21K	–	2577
2026 Q1	$2.21K	Hold	122	–	–	﹤0.01%	2119
2025 Q4	$2.69K	Hold	122	–	–	﹤0.01%	2100
2025 Q3	$2.19K	Buy	+122	New	+$1.73K	﹤0.01%	2137
2025 Q2	–	Sell	-5	Closed	-$63	–	2549
2025 Q1	$63	Buy	+5	New	+$73	﹤0.01%	2451
2024 Q4	–	Sell	-4,868	Closed	-$93.5K	–	2751
2024 Q3	$93.5K	Buy	4,868 +4,191	+619%	+$68.1K	﹤0.01%	1255
2024 Q2	$13.5K	Buy	677 +673	+16,825%	+$12.9K	﹤0.01%	1821
2024 Q1	$80	Sell	4 -44	-92%	-$850	﹤0.01%	2119
2023 Q4	$1K	Sell	48 -392	-89%	-$5.67K	﹤0.01%	2359
2023 Q3	$7K	Sell	440 -26	-6%	-$364	﹤0.01%	1535
2023 Q2	$8K	Sell	466 -1,628	-78%	-$26K	﹤0.01%	1380
2023 Q1	$44K	Sell	2,094 -170	-8%	-$3.6K	﹤0.01%	1085
2022 Q4	$36K	Buy	2,264 +1,797	+385%	+$36.8K	﹤0.01%	1063
2022 Q3	$9K	Buy	467 +338	+262%	+$5.99K	﹤0.01%	1382
2022 Q2	$3K	Buy	+129	New	+$2.92K	﹤0.01%	1578

Other funds holding M

RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Blue Trust Inc's M Position: Q3 2026 in Review

Blue Trust Inc opened a new position in Macy's (M) in Q3 2026: 62 shares worth $1.41K. The stake represents ﹤0.01% of the portfolio and ranks #2105 among its holdings. This is a return to the name: Blue Trust Inc previously reported a position in M as recently as Q1 2026.

Blue Trust Inc first reported a position in M in Q2 2022 and has held it in 15 quarters since. The position peaked at $93.5K in Q3 2024. 91 funds tracked by Wall St. Rank hold M as of Q3 2026.

Blue Trust Inc held 62 shares of Macy's worth $1.41K as of Q3 2026.
Macy's was a new Blue Trust Inc position in Q3 2026.
Macy's made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #2105 holding.
Blue Trust Inc first reported a position in Macy's in Q2 2022 and has held it in 15 quarters since.
Blue Trust Inc's Macy's position peaked at $93.5K in Q3 2024.
91 funds tracked by Wall St. Rank held Macy's as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.