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
2021 Q2	–	Sell	-12,000	Closed	-$20K	–	2368
2021 Q1	$20K	Sell	12,000 -10,000	-45%	-$153K	﹤0.01%	2436
2020 Q4	$51K	Buy	22,000 +17,000	+340%	+$145K	﹤0.01%	2100
2020 Q3	$2K	Buy	+5,000	New	+$33.3K	﹤0.01%	2097
2020 Q1	–	Sell	-1,000	Closed	-$1K	–	2002
2019 Q4	$1K	Buy	+1,000	New	+$15.6K	﹤0.01%	1970
2016 Q2	–	Sell	-400	Closed	-$4K	–	4446
2016 Q1	$4K	Buy	+400	New	+$16.5K	﹤0.01%	3703
2015 Q1	–	Sell	-2,000	Closed	-$17K	–	4323
2014 Q4	$17K	Sell	2,000 -4,300	-68%	-$260K	﹤0.01%	2769
2014 Q3	$27K	Buy	+6,300	New	+$373K	﹤0.01%	2322

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

Creative Planning's M Position: Q2 2026 in Review

Creative Planning increased its Macy's (M) stake by 256% in Q2 2026, buying an estimated $5.53M and bringing the position to 367,406 shares worth $8.65M. The position accounts for 0.01% of the portfolio, ranked #989.

Creative Planning first reported a position in M in Q2 2013 and has held it in 53 quarters since. 490 funds tracked by Wall St. Rank hold M as of Q2 2026.

Creative Planning held 367,406 shares of Macy's worth $8.65M as of Q2 2026.
Creative Planning bought 264,141 Macy's shares in Q2 2026, an estimated $5.53M.
Macy's made up 0.01% of Creative Planning's portfolio in Q2 2026, its #989 holding.
Creative Planning first reported a position in Macy's in Q2 2013 and has held it in 53 quarters since.
490 funds tracked by Wall St. Rank held Macy's as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.