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Curio Wealth’s Macy's M Stock Holding History

Curio Wealth’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 		$16.7K Buy
921
+14
+2% +$283 0.01% 189
2025
Q4 		$20.2K Buy
+907
New +$18.6K 0.01% 195
2025
Q3 		– Sell
-884
Closed -$10.3K – 332
2025
Q2 		$10.3K Buy
+884
New +$10.2K ﹤0.01% 203

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

Curio Wealth's M Position: Q1 2026 in Review

Curio Wealth increased its Macy's (M) stake by 1.5% in Q1 2026, buying an estimated $283 and bringing the position to 921 shares worth $16.7K. The position accounts for 0.01% of the portfolio, ranked #189.

Curio Wealth first reported a position in M in Q2 2025 and has held it in 3 quarters since. The position peaked at $20.2K in Q4 2025. 476 funds tracked by Wall St. Rank hold M as of Q1 2026.

  • Curio Wealth held 921 shares of Macy's worth $16.7K as of Q1 2026.
  • Curio Wealth bought 14 Macy's shares in Q1 2026, an estimated $283.
  • Macy's made up 0.01% of Curio Wealth's portfolio in Q1 2026, its #189 holding.
  • Curio Wealth first reported a position in Macy's in Q2 2025 and has held it in 3 quarters since.
  • Curio Wealth's Macy's position peaked at $20.2K in Q4 2025.
  • 476 funds tracked by Wall St. Rank held Macy's as of Q1 2026.

Based on Curio Wealth's 13F filing for Q1 2026, filed 12 May 2026.