Center for Financial Planning’s Macy's M Stock Holding History

Center for Financial Planning’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	–	Sell	-111	Closed	-$1.4K	–	689
2025 Q1	$1.4K	Hold	111	–	–	﹤0.01%	614
2024 Q4	$1.88K	Hold	111	–	–	﹤0.01%	544
2024 Q3	$1.74K	Hold	111	–	–	﹤0.01%	504
2024 Q2	$2.13K	Hold	111	–	–	﹤0.01%	496
2024 Q1	$2.22K	Buy	+111	New	+$2.15K	﹤0.01%	513

Other funds holding M

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Center for Financial Planning's M Position: Q2 2025 in Review

Center for Financial Planning sold out of Macy's (M) in Q2 2025, closing a stake of 111 shares — an estimated $1.4K sold.

Center for Financial Planning first reported a position in M in Q1 2024 and held it in 5 quarters. The position peaked at $2.22K in Q1 2024. 411 funds tracked by Wall St. Rank hold M as of Q2 2025.

Center for Financial Planning reported no remaining Macy's position as of Q2 2025 after selling out during the quarter.
Center for Financial Planning sold 111 Macy's shares in Q2 2025, an estimated $1.4K.
Center for Financial Planning first reported a position in Macy's in Q1 2024 and held it in 5 quarters.
Center for Financial Planning's Macy's position peaked at $2.22K in Q1 2024.
411 funds tracked by Wall St. Rank held Macy's as of Q2 2025.

Based on Center for Financial Planning's 13F filing for Q2 2025, filed 4 Aug 2025.