CFM
M icon

Compass Financial Management’s Macy's M Stock Holding History

Compass Financial Management’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
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

Compass Financial Management's M Position: Q2 2026 in Review

Compass Financial Management 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.

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

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

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.