Carson Wealth (CWM LLC)
M icon

Carson Wealth (CWM LLC)’s Macy's M Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$650K Sell
35,922
-34,228
-49% -$693K ﹤0.01% 1828
2025
Q4 		$1.55M Buy
70,150
+50,516
+257% +$1.03M ﹤0.01% 1267
2025
Q3 		$352K Sell
19,634
-4,555
-19% -$64.5K ﹤0.01% 2003
2025
Q2 		$282K Sell
24,189
-46,146
-66% -$535K ﹤0.01% 1913
2025
Q1 		$883K Buy
70,335
+56,776
+419% +$824K ﹤0.01% 1195
2024
Q4 		$230K Buy
13,559
+2,975
+28% +$47.4K ﹤0.01% 1739
2024
Q3 		$166K Buy
10,584
+2,186
+26% +$35.5K ﹤0.01% 1862
2024
Q2 		$161K Buy
8,398
+598
+8% +$11.4K ﹤0.01% 1703
2024
Q1 		$156K Buy
7,800
+213
+3% +$4.12K ﹤0.01% 1638
2023
Q4 		$153K Buy
7,587
+924
+14% +$13.4K ﹤0.01% 1541
2023
Q3 		$77K Buy
6,663
+4,711
+241% +$66K ﹤0.01% 1797
2023
Q2 		$31K Buy
1,952
+683
+54% +$10.9K ﹤0.01% 2346
2023
Q1 		$22K Buy
1,269
+102
+9% +$2.16K ﹤0.01% 2435
2022
Q4 		$24K Buy
1,167
+600
+106% +$12.3K ﹤0.01% 2240
2022
Q3 		$9K Buy
567
+92
+19% +$1.63K ﹤0.01% 2757
2022
Q2 		$9K Sell
475
-1,499
-76% -$33.9K ﹤0.01% 2645
2022
Q1 		$48K Buy
1,974
+116
+6% +$2.97K ﹤0.01% 1630
2021
Q4 		$49K Buy
+1,858
New +$50.7K ﹤0.01% 1571
2021
Q2 		$19K Hold
1,000
– – ﹤0.01% 1818
2021
Q1 		$19K Hold
1,000
– – ﹤0.01% 1818
2020
Q4 		$19K Hold
1,000
– – ﹤0.01% 1818
2020
Q3 		$19K Hold
1,000
– – ﹤0.01% 1818
2020
Q2 		$19K Hold
1,000
– – ﹤0.01% 1818
2020
Q1 		$19K Hold
1,000
– – ﹤0.01% 1818
2019
Q4 		$19K Hold
1,000
– – ﹤0.01% 1818
2019
Q3 		$19K Hold
1,000
– – ﹤0.01% 1818
2019
Q2 		$19K Hold
1,000
– – ﹤0.01% 1818
2019
Q1 		$19K Buy
1,000
+460
+85% +$11.6K ﹤0.01% 1818
2018
Q4 		$16K Sell
540
-154
-22% -$5.07K ﹤0.01% 1201
2018
Q3 		$24K Sell
694
-89
-11% -$3.31K ﹤0.01% 913
2018
Q2 		$29K Buy
783
+590
+306% +$19.8K ﹤0.01% 756
2018
Q1 		$6K Hold
193
– – ﹤0.01% 975
2017
Q4 		$5K Hold
193
– – ﹤0.01% 1095
2017
Q3 		$4K Hold
193
– – ﹤0.01% 1142
2017
Q2 		$4K Hold
193
– – ﹤0.01% 916
2017
Q1 		$6K Sell
193
-1,591
-89% -$49.2K ﹤0.01% 847
2016
Q4 		$64K Sell
1,784
-409
-19% -$15.9K ﹤0.01% 412
2016
Q3 		$81K Buy
2,193
+124
+6% +$4.49K 0.01% 360
2016
Q2 		$70K Buy
2,069
+1,300
+169% +$46.5K 0.01% 341
2016
Q1 		$34K Buy
769
+69
+10% +$2.85K ﹤0.01% 386
2015
Q4 		$24K Buy
700
+550
+367% +$23.8K ﹤0.01% 379
2015
Q3 		$8K Buy
+150
New +$9.41K ﹤0.01% 464
2014
Q1 		– Sell
-944
Closed -$51K – 347
2013
Q4 		$51K Buy
944
+49
+5% +$2.37K 0.01% 258
2013
Q3 		$39K Buy
+895
New +$41.8K 0.01% 203

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
VPM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Carson Wealth (CWM LLC)'s M Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Macy's (M) stake by 49% in Q1 2026, selling an estimated $693K and leaving 35,922 shares worth $650K. The position accounts for ﹤0.01% of the portfolio, ranked #1828.

Carson Wealth (CWM LLC) first reported a position in M in Q3 2013 and has held it in 44 quarters since. The position peaked at $1.55M in Q4 2025. 478 funds tracked by Wall St. Rank hold M as of Q1 2026.

  • Carson Wealth (CWM LLC) held 35,922 shares of Macy's worth $650K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 34,228 Macy's shares in Q1 2026, an estimated $693K.
  • Macy's made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1828 holding.
  • Carson Wealth (CWM LLC) first reported a position in Macy's in Q3 2013 and has held it in 44 quarters since.
  • Carson Wealth (CWM LLC)'s Macy's position peaked at $1.55M in Q4 2025.
  • 478 funds tracked by Wall St. Rank held Macy's as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.