BWL
M icon

Bogart Wealth LLC’s Macy's M Stock Holding History

Bogart Wealth LLC’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 		$2.46K Buy
+104
New +$2.18K ﹤0.01% 1403
2025
Q4 		– Sell
-39
Closed -$699 – 1645
2025
Q3 		$699 Buy
+39
New +$552 ﹤0.01% 1340

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

Bogart Wealth LLC's M Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in Macy's (M) in Q2 2026: 104 shares worth $2.46K. The stake represents ﹤0.01% of the portfolio and ranks #1403 among its holdings. This is a return to the name: Bogart Wealth LLC previously reported a position in M as recently as Q3 2025.

Bogart Wealth LLC first reported a position in M in Q3 2025 and has held it in 2 quarters since. 489 funds tracked by Wall St. Rank hold M as of Q2 2026.

  • Bogart Wealth LLC held 104 shares of Macy's worth $2.46K as of Q2 2026.
  • Macy's was a new Bogart Wealth LLC position in Q2 2026.
  • Macy's made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1403 holding.
  • Bogart Wealth LLC first reported a position in Macy's in Q3 2025 and has held it in 2 quarters since.
  • 489 funds tracked by Wall St. Rank held Macy's as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.