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Clearstead Advisors’s Macy's M Stock Holding History

Clearstead Advisors’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 		$10.9K Buy
464
+339
+271% +$7.1K ﹤0.01% 1952
2026
Q1 		$2.26K Sell
125
-818
-87% -$16.6K ﹤0.01% 1873
2025
Q4 		$20.8K Buy
943
+635
+206% +$13K ﹤0.01% 1694
2025
Q3 		$5.52K Sell
308
-23
-7% -$326 ﹤0.01% 2120
2025
Q2 		$3.86K Sell
331
-47
-12% -$545 ﹤0.01% 2184
2025
Q1 		$4.75K Buy
378
+316
+510% +$4.59K ﹤0.01% 1760
2024
Q4 		$1.04K Buy
62
+12
+24% +$191 ﹤0.01% 1913
2024
Q3 		$785 Hold
50
– – ﹤0.01% 1933
2024
Q2 		$960 Hold
50
– – ﹤0.01% 1897
2024
Q1 		$977 Hold
50
– – ﹤0.01% 1402
2023
Q4 		$1.01K Hold
50
– – ﹤0.01% 1400
2023
Q3 		$581 Hold
50
– – ﹤0.01% 1406
2023
Q2 		$803 Hold
50
– – ﹤0.01% 1270
2023
Q1 		$875 Hold
50
– – ﹤0.01% 1255
2022
Q4 		$1.03K Hold
50
– – ﹤0.01% 1170
2022
Q3 		$1K Hold
50
– – ﹤0.01% 1167
2022
Q2 		$1K Hold
50
– – ﹤0.01% 1198
2022
Q1 		$1K Hold
50
– – ﹤0.01% 1305
2021
Q4 		$1K Hold
50
– – ﹤0.01% 1194
2021
Q3 		$1K Hold
50
– – ﹤0.01% 1222
2021
Q2 		$1K Hold
50
– – ﹤0.01% 1168
2021
Q1 		$1K Hold
50
– – ﹤0.01% 1038
2020
Q4 		$1K Hold
50
– – ﹤0.01% 935
2020
Q3 		$0 Hold
50
– – ﹤0.01% 912
2020
Q2 		$0 Hold
50
– – ﹤0.01% 817
2020
Q1 		$0 Buy
+50
New +$678 ﹤0.01% 779

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Clearstead Advisors's M Position: Q2 2026 in Review

Clearstead Advisors increased its Macy's (M) stake by 271% in Q2 2026, buying an estimated $7.1K and bringing the position to 464 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1952.

Clearstead Advisors first reported a position in M in Q1 2020 and has held it in 26 quarters since. The position peaked at $20.8K in Q4 2025. 490 funds tracked by Wall St. Rank hold M as of Q2 2026.

  • Clearstead Advisors held 464 shares of Macy's worth $10.9K as of Q2 2026.
  • Clearstead Advisors bought 339 Macy's shares in Q2 2026, an estimated $7.1K.
  • Macy's made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1952 holding.
  • Clearstead Advisors first reported a position in Macy's in Q1 2020 and has held it in 26 quarters since.
  • Clearstead Advisors's Macy's position peaked at $20.8K in Q4 2025.
  • 490 funds tracked by Wall St. Rank held Macy's as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.