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 $5.72T AUM 30.48% 1-Year Est. Return

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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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.