CPIG
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Chicago Partners Investment Group’s Macy's M Stock Holding History

Chicago Partners Investment Group’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 		– Sell
-13,402
Closed -$272K – 1523
2025
Q4 		$272K Buy
+13,402
New +$274K 0.01% 1083

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
Vanguard Portfolio Management
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
Vanguard Capital Management
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

Chicago Partners Investment Group's M Position: Q1 2026 in Review

Chicago Partners Investment Group sold out of Macy's (M) in Q1 2026, closing a stake of 13,402 shares — an estimated $272K sold.

Chicago Partners Investment Group first reported a position in M in Q4 2025 and held it in 1 quarter. The position peaked at $272K in Q4 2025. 479 funds tracked by Wall St. Rank hold M as of Q1 2026.

  • Chicago Partners Investment Group reported no remaining Macy's position as of Q1 2026 after selling out during the quarter.
  • Chicago Partners Investment Group sold 13,402 Macy's shares in Q1 2026, an estimated $272K.
  • Chicago Partners Investment Group first reported a position in Macy's in Q4 2025 and held it in 1 quarter.
  • Chicago Partners Investment Group's Macy's position peaked at $272K in Q4 2025.
  • 479 funds tracked by Wall St. Rank held Macy's as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.