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Cape Investment Advisory’s Macy's M Stock Holding History

Cape Investment Advisory’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 		$236 Buy
+10
New +$209 ﹤0.01% 1416
2026
Q1 		– Sell
-10
Closed -$221 – 781
2025
Q4 		$221 Hold
10
– – ﹤0.01% 1277
2025
Q3 		$179 Hold
10
– – ﹤0.01% 822
2025
Q2 		$117 Hold
10
– – ﹤0.01% 1141
2025
Q1 		$126 Hold
10
– – ﹤0.01% 1078
2024
Q4 		$169 Buy
+10
New +$159 ﹤0.01% 1059

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 $3.38T AUM 44.17% 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

Cape Investment Advisory's M Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Macy's (M) in Q2 2026: 10 shares worth $236. The stake represents ﹤0.01% of the portfolio and ranks #1416 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in M as recently as Q4 2025.

Cape Investment Advisory first reported a position in M in Q4 2024 and has held it in 6 quarters since. 490 funds tracked by Wall St. Rank hold M as of Q2 2026.

  • Cape Investment Advisory held 10 shares of Macy's worth $236 as of Q2 2026.
  • Macy's was a new Cape Investment Advisory position in Q2 2026.
  • Macy's made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1416 holding.
  • Cape Investment Advisory first reported a position in Macy's in Q4 2024 and has held it in 6 quarters since.
  • 490 funds tracked by Wall St. Rank held Macy's as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.