EWA
M icon

EP Wealth Advisors’s Macy's M Stock Holding History

EP Wealth Advisors’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 		– Sell
-11,466
Closed -$253K – 1555
2025
Q4 		$253K Buy
+11,466
New +$235K ﹤0.01% 1235
2015
Q4 		– Sell
-102,870
Closed -$5.28M – 153
2015
Q3 		$5.28M Sell
102,870
-3,619
-3% -$227K 1.01% 34
2015
Q2 		$7.18M Buy
106,489
+5,704
+6% +$385K 1.35% 34
2015
Q1 		$6.54M Buy
+100,785
New +$6.49M 1.23% 35

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 $2.64B AUM 33.18% 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

EP Wealth Advisors's M Position: Q1 2026 in Review

EP Wealth Advisors sold out of Macy's (M) in Q1 2026, closing a stake of 11,466 shares — an estimated $253K sold.

EP Wealth Advisors first reported a position in M in Q1 2015 and held it in 4 quarters. The position peaked at $7.18M in Q2 2015. 477 funds tracked by Wall St. Rank hold M as of Q1 2026.

  • EP Wealth Advisors reported no remaining Macy's position as of Q1 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 11,466 Macy's shares in Q1 2026, an estimated $253K.
  • EP Wealth Advisors first reported a position in Macy's in Q1 2015 and held it in 4 quarters.
  • EP Wealth Advisors's Macy's position peaked at $7.18M in Q2 2015.
  • 477 funds tracked by Wall St. Rank held Macy's as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.