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Capital A Wealth Management’s Macy's M Stock Holding History

Capital A 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
2025
Q2 		$3.24K Buy
+161
New +$1.87K 0.04% 272
2025
Q1 		– Sell
-3
Closed -$51 – 840
2024
Q4 		$51 Buy
+3
New +$48 ﹤0.01% 819

Other funds holding M

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.4B AUM 29.54% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Capital A Wealth Management's M Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in Macy's (M) in Q2 2025: 161 shares worth $3.24K. The stake represents 0.04% of the portfolio and ranks #272 among its holdings. This is a return to the name: Capital A Wealth Management previously reported a position in M as recently as Q4 2024.

Capital A Wealth Management first reported a position in M in Q4 2024 and has held it in 2 quarters since. 411 funds tracked by Wall St. Rank hold M as of Q2 2025.

  • Capital A Wealth Management held 161 shares of Macy's worth $3.24K as of Q2 2025.
  • Macy's was a new Capital A Wealth Management position in Q2 2025.
  • Macy's made up 0.04% of Capital A Wealth Management's portfolio in Q2 2025, its #272 holding.
  • Capital A Wealth Management first reported a position in Macy's in Q4 2024 and has held it in 2 quarters since.
  • 411 funds tracked by Wall St. Rank held Macy's as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.