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 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

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Capital Advisors Ltd's M Position: Q2 2026 in Review

Capital Advisors Ltd held its Macy's (M) position steady in Q2 2026 at 55 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1260.

Capital Advisors Ltd first reported a position in M in Q3 2022 and has held it in 8 quarters since. The position peaked at $3K in Q1 2023. 59 funds tracked by Wall St. Rank hold M as of Q2 2026.

Capital Advisors Ltd held 55 shares of Macy's worth $1K as of Q2 2026.
Capital Advisors Ltd left its Macy's share count unchanged in Q2 2026.
Macy's made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1260 holding.
Capital Advisors Ltd first reported a position in Macy's in Q3 2022 and has held it in 8 quarters since.
Capital Advisors Ltd's Macy's position peaked at $3K in Q1 2023.
59 funds tracked by Wall St. Rank held Macy's as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.