Custom Index Systems’s Macy's M Stock Holding History

Custom Index Systems’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	–	Sell	-24,384	Closed	-$441K	–	535
2026 Q1	$441K	Buy	24,384 +1,497	+7%	+$30.3K	0.19%	149
2025 Q4	$505K	Buy	+22,887	New	+$469K	0.22%	128

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

Custom Index Systems's M Position: Q2 2026 in Review

Custom Index Systems sold out of Macy's (M) in Q2 2026, closing a stake of 24,384 shares — an estimated $441K sold.

Custom Index Systems first reported a position in M in Q4 2025 and held it in 2 quarters. The position peaked at $505K in Q4 2025. 490 funds tracked by Wall St. Rank hold M as of Q2 2026.

Custom Index Systems reported no remaining Macy's position as of Q2 2026 after selling out during the quarter.
Custom Index Systems sold 24,384 Macy's shares in Q2 2026, an estimated $441K.
Custom Index Systems first reported a position in Macy's in Q4 2025 and held it in 2 quarters.
Custom Index Systems's Macy's position peaked at $505K in Q4 2025.
490 funds tracked by Wall St. Rank held Macy's as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.