Costello Asset Management’s Macy's M Stock Holding History

Costello Asset 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	$7.07K	Hold	300	–	–	﹤0.01%	546
2026 Q1	$5.43K	Hold	300	–	–	﹤0.01%	554
2025 Q4	$6.62K	Hold	300	–	–	﹤0.01%	512
2025 Q3	$5.38K	Hold	300	–	–	﹤0.01%	534
2025 Q2	$3.5K	Hold	300	–	–	﹤0.01%	593
2025 Q1	$3.77K	Buy	+300	New	+$4.35K	﹤0.01%	567

Other funds holding M

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Costello Asset Management's M Position: Q2 2026 in Review

Costello Asset Management held its Macy's (M) position steady in Q2 2026 at 300 shares worth $7.07K. The position accounts for ﹤0.01% of the portfolio, ranked #546.

Costello Asset Management first reported a position in M in Q1 2025 and has held it in 6 quarters since. 489 funds tracked by Wall St. Rank hold M as of Q2 2026.

Costello Asset Management held 300 shares of Macy's worth $7.07K as of Q2 2026.
Costello Asset Management left its Macy's share count unchanged in Q2 2026.
Macy's made up ﹤0.01% of Costello Asset Management's portfolio in Q2 2026, its #546 holding.
Costello Asset Management first reported a position in Macy's in Q1 2025 and has held it in 6 quarters since.
489 funds tracked by Wall St. Rank held Macy's as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.