CoreCap Advisors’s Macy's M Stock Holding History

CoreCap 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 Q3	$13.7K	Sell	600 -2,000	-77%	-$46.5K	﹤0.01%	1960
2026 Q2	$61.2K	Buy	2,600 +2,000	+333%	+$41.9K	﹤0.01%	1317
2026 Q1	$10.9K	Sell	600 -1,757	-75%	-$35.6K	﹤0.01%	1923
2025 Q4	$52K	Buy	2,357 +2,325	+7,266%	+$47.6K	﹤0.01%	1320
2025 Q3	$574	Buy	+32	New	+$453	﹤0.01%	2551
2024 Q3	–	Sell	-6,575	Closed	-$126K	–	2698
2024 Q2	$126K	Hold	6,575	–	–	0.01%	452
2024 Q1	$131K	Buy	+6,575	New	+$127K	0.01%	752
2022 Q4	$142K	Buy	+6,855	New	+$140K	0.01%	618
2022 Q3	–	Sell	-5,855	Closed	-$107K	–	1422
2022 Q2	$107K	Buy	+5,855	New	+$132K	0.01%	664
2022 Q1	–	Sell	-8,206	Closed	-$215K	–	1421
2021 Q4	$215K	Buy	+8,206	New	+$224K	0.01%	522

Other funds holding M

RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

CoreCap Advisors's M Position: Q3 2026 in Review

CoreCap Advisors reduced its Macy's (M) stake by 77% in Q3 2026, selling an estimated $46.5K and leaving 600 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1960.

CoreCap Advisors first reported a position in M in Q4 2021 and has held it in 10 quarters since. The position peaked at $215K in Q4 2021. 91 funds tracked by Wall St. Rank hold M as of Q3 2026.

CoreCap Advisors held 600 shares of Macy's worth $13.7K as of Q3 2026.
CoreCap Advisors sold 2,000 Macy's shares in Q3 2026, an estimated $46.5K.
Macy's made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1960 holding.
CoreCap Advisors first reported a position in Macy's in Q4 2021 and has held it in 10 quarters since.
CoreCap Advisors's Macy's position peaked at $215K in Q4 2021.
91 funds tracked by Wall St. Rank held Macy's as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.