Capital Advisors Ltd
M icon

Capital Advisors Ltd’s Macy's M Stock Holding History

Capital Advisors Ltd’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 		$8K Buy
350
+295
+536% +$6.86K ﹤0.01% 955
2026
Q2 		$1K Hold
55
– – ﹤0.01% 1260
2026
Q1 		$1K Sell
55
-25
-31% -$506 ﹤0.01% 1252
2025
Q4 		$2K Buy
80
+39
+95% +$798 ﹤0.01% 1090
2025
Q3 		$1K Buy
41
+11
+37% +$156 ﹤0.01% 1230
2025
Q2 		$0 Buy
+30
New +$348 ﹤0.01% 1513
2023
Q2 		– Sell
-167
Closed -$3K – 1439
2023
Q1 		$3K Buy
167
+128
+328% +$2.71K ﹤0.01% 818
2022
Q4 		$1K Buy
39
+14
+56% +$287 ﹤0.01% 1030
2022
Q3 		$0 Buy
+25
New +$443 ﹤0.01% 1391

Other funds holding M

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
AEGON Asset Management (UK)
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.44B AUM 41.54% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Capital Advisors Ltd's M Position: Q3 2026 in Review

Capital Advisors Ltd increased its Macy's (M) stake by 536% in Q3 2026, buying an estimated $6.86K and bringing the position to 350 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #955.

Capital Advisors Ltd first reported a position in M in Q3 2022 and has held it in 9 quarters since. 225 funds tracked by Wall St. Rank hold M as of Q3 2026.

  • Capital Advisors Ltd held 350 shares of Macy's worth $8K as of Q3 2026.
  • Capital Advisors Ltd bought 295 Macy's shares in Q3 2026, an estimated $6.86K.
  • Macy's made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q3 2026, its #955 holding.
  • Capital Advisors Ltd first reported a position in Macy's in Q3 2022 and has held it in 9 quarters since.
  • 225 funds tracked by Wall St. Rank held Macy's as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.