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COMPASS FINANCIAL MANAGEMENT LLC’s Macy's M Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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
Q2 		$9.77K Buy
+415
New +$8.69K ﹤0.01% 1064

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's M Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Macy's (M) in Q2 2026: 415 shares worth $9.77K. The stake represents ﹤0.01% of the portfolio and ranks #1064 among its holdings.

336 funds tracked by Wall St. Rank hold M as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 415 shares of Macy's worth $9.77K as of Q2 2026.
  • Macy's was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Macy's made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1064 holding.
  • 336 funds tracked by Wall St. Rank held Macy's as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.