BGAI
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Bruce G. Allen Investments’s Macy's M Stock Holding History

Bruce G. Allen Investments’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 		$3.08K Buy
131
+2
+2% +$42 ﹤0.01% 628
2026
Q1 		$2.33K Sell
129
-16
-11% -$324 ﹤0.01% 673
2025
Q4 		$3.2K Hold
145
– – ﹤0.01% 626
2025
Q3 		$2.6K Buy
145
+46
+46% +$651 ﹤0.01% 659
2025
Q2 		$1.15K Buy
99
+57
+136% +$661 ﹤0.01% 791
2025
Q1 		$528 Sell
42
-37
-47% -$537 ﹤0.01% 934
2024
Q4 		$1.34K Buy
79
+28
+55% +$446 ﹤0.01% 776
2024
Q3 		$800 Buy
51
+2
+4% +$32 ﹤0.01% 868
2024
Q2 		$941 Buy
49
+7
+17% +$134 ﹤0.01% 781
2024
Q1 		$840 Hold
42
– – ﹤0.01% 798
2023
Q4 		$845 Buy
+42
New +$608 ﹤0.01% 850

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

Bruce G. Allen Investments's M Position: Q2 2026 in Review

Bruce G. Allen Investments increased its Macy's (M) stake by 1.6% in Q2 2026, buying an estimated $42 and bringing the position to 131 shares worth $3.08K. The position accounts for ﹤0.01% of the portfolio, ranked #628.

Bruce G. Allen Investments first reported a position in M in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.2K in Q4 2025. 489 funds tracked by Wall St. Rank hold M as of Q2 2026.

  • Bruce G. Allen Investments held 131 shares of Macy's worth $3.08K as of Q2 2026.
  • Bruce G. Allen Investments bought 2 Macy's shares in Q2 2026, an estimated $42.
  • Macy's made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #628 holding.
  • Bruce G. Allen Investments first reported a position in Macy's in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Macy's position peaked at $3.2K in Q4 2025.
  • 489 funds tracked by Wall St. Rank held Macy's as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.