Creative Planning
M icon

Creative Planning’s Macy's M Stock Holding History

Creative Planning’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
Q1 		$1.87M Sell
103,265
-18,052
-15% -$365K ﹤0.01% 1946
2025
Q4 		$2.68M Buy
121,317
+57,920
+91% +$1.19M ﹤0.01% 1469
2025
Q3 		$1.14M Buy
63,397
+10,396
+20% +$147K ﹤0.01% 1996
2025
Q2 		$618K Sell
53,001
-16,028
-23% -$186K ﹤0.01% 2271
2025
Q1 		$867K Buy
69,029
+5,656
+9% +$82.1K ﹤0.01% 1828
2024
Q4 		$1.07M Buy
63,373
+6,063
+11% +$96.6K ﹤0.01% 1599
2024
Q3 		$899K Sell
57,310
-5,393
-9% -$87.6K ﹤0.01% 1596
2024
Q2 		$1.2M Buy
62,703
+2,554
+4% +$48.8K ﹤0.01% 1278
2024
Q1 		$1.2M Sell
60,149
-923
-2% -$17.8K ﹤0.01% 1219
2023
Q4 		$1.23M Buy
61,072
+35,100
+135% +$508K ﹤0.01% 1127
2023
Q3 		$302K Buy
25,972
+3,332
+15% +$46.7K ﹤0.01% 1937
2023
Q2 		$363K Buy
22,640
+5,370
+31% +$85.9K ﹤0.01% 1760
2023
Q1 		$302K Sell
17,270
-851
-5% -$18K ﹤0.01% 1820
2022
Q4 		$374K Sell
18,121
-6,744
-27% -$138K ﹤0.01% 1581
2022
Q3 		$390K Buy
24,865
+3,242
+15% +$57.4K ﹤0.01% 1486
2022
Q2 		$396K Buy
21,623
+2,584
+14% +$58.5K ﹤0.01% 1447
2022
Q1 		$464K Buy
19,039
+483
+3% +$12.4K ﹤0.01% 1361
2021
Q4 		$486K Buy
18,556
+3,023
+19% +$82.4K ﹤0.01% 1317
2021
Q3 		$351K Sell
15,533
-2,976
-16% -$59.5K ﹤0.01% 1500
2021
Q2 		$351K Sell
18,509
-9,631
-34% -$171K ﹤0.01% 1485
2021
Q1 		$456K Sell
28,140
-13,146
-32% -$201K ﹤0.01% 1497
2020
Q4 		$464K Sell
41,286
-119,146
-74% -$1.02M ﹤0.01% 1367
2020
Q3 		$914K Sell
160,432
-2,442
-1% -$16.3K ﹤0.01% 841
2020
Q2 		$1.12M Buy
162,874
+107,215
+193% +$660K ﹤0.01% 707
2020
Q1 		$273K Buy
55,659
+3,946
+8% +$53.5K ﹤0.01% 1214
2019
Q4 		$879K Buy
51,713
+22,957
+80% +$359K ﹤0.01% 847
2019
Q3 		$447K Buy
28,756
+1,878
+7% +$34.8K ﹤0.01% 1133
2019
Q2 		$577K Buy
26,878
+547
+2% +$12.4K ﹤0.01% 1000
2019
Q1 		$633K Sell
26,331
-6,751
-20% -$170K ﹤0.01% 922
2018
Q4 		$985K Sell
33,082
-39
-0.1% -$1.28K ﹤0.01% 675
2018
Q3 		$1.15M Sell
33,121
-1,385
-4% -$51.5K ﹤0.01% 704
2018
Q2 		$1.29M Sell
34,506
-134
-0.4% -$4.49K 0.01% 612
2018
Q1 		$1.03M Sell
34,640
-2,236
-6% -$60.4K ﹤0.01% 721
2017
Q4 		$929K Sell
36,876
-9,907
-21% -$217K ﹤0.01% 776
2017
Q3 		$1.02M Sell
46,783
-10,972
-19% -$241K ﹤0.01% 707
2017
Q2 		$1.34M Buy
57,755
+38,620
+202% +$990K 0.01% 566
2017
Q1 		$567K Buy
19,135
+2,393
+14% +$73.9K ﹤0.01% 927
2016
Q4 		$600K Sell
16,742
-3,775
-18% -$147K ﹤0.01% 842
2016
Q3 		$760K Buy
20,517
+5,823
+40% +$211K ﹤0.01% 705
2016
Q2 		$494K Buy
14,694
+1,037
+8% +$37.1K ﹤0.01% 786
2016
Q1 		$602K Sell
13,657
-1,810
-12% -$74.8K ﹤0.01% 683
2015
Q4 		$541K Buy
15,467
+91
+0.6% +$3.94K ﹤0.01% 718
2015
Q3 		$789K Sell
15,376
-1,520
-9% -$95.3K 0.01% 557
2015
Q2 		$1.14M Sell
16,896
-403
-2% -$27.2K 0.01% 432
2015
Q1 		$1.12M Buy
17,299
+1,486
+9% +$95.6K 0.01% 424
2014
Q4 		$1.04M Sell
15,813
-22,508
-59% -$1.36M 0.01% 433
2014
Q3 		$2.23M Buy
38,321
+24,176
+171% +$1.43M 0.03% 223
2014
Q2 		$821K Buy
14,145
+2,048
+17% +$119K 0.01% 452
2014
Q1 		$717K Sell
12,097
-5,395
-31% -$300K 0.01% 487
2013
Q4 		$934K Buy
17,492
+2,287
+15% +$111K 0.02% 328
2013
Q3 		$658K Buy
15,205
+7,060
+87% +$330K 0.01% 363
2013
Q2 		$391K Buy
+8,145
New +$378K 0.01% 471

Other funds holding M

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RAM
RWC Asset Management London, United Kingdom $2.4B AUM 29.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Creative Planning's M Position: Q1 2026 in Review

Creative Planning reduced its Macy's (M) stake by 15% in Q1 2026, selling an estimated $365K and leaving 103,265 shares worth $1.87M. The position accounts for ﹤0.01% of the portfolio, ranked #1946.

Creative Planning first reported a position in M in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.68M in Q4 2025. 476 funds tracked by Wall St. Rank hold M as of Q1 2026.

  • Creative Planning held 103,265 shares of Macy's worth $1.87M as of Q1 2026.
  • Creative Planning sold 18,052 Macy's shares in Q1 2026, an estimated $365K.
  • Macy's made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1946 holding.
  • Creative Planning first reported a position in Macy's in Q2 2013 and has held it in 52 quarters since.
  • Creative Planning's Macy's position peaked at $2.68M in Q4 2025.
  • 476 funds tracked by Wall St. Rank held Macy's as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.