Estate Counselors’s Macy's M Stock Holding History

Estate Counselors’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	-168,713	Closed	-$3.72M	–	106
2025 Q4	$3.72M	Buy	+168,713	New	+$3.45M	0.31%	54

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

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Estate Counselors's M Position: Q1 2026 in Review

Estate Counselors sold out of Macy's (M) in Q1 2026, closing a stake of 168,713 shares — an estimated $3.72M sold.

Estate Counselors first reported a position in M in Q4 2025 and held it in 1 quarter. The position peaked at $3.72M in Q4 2025. 479 funds tracked by Wall St. Rank hold M as of Q1 2026.

Estate Counselors reported no remaining Macy's position as of Q1 2026 after selling out during the quarter.
Estate Counselors sold 168,713 Macy's shares in Q1 2026, an estimated $3.72M.
Estate Counselors first reported a position in Macy's in Q4 2025 and held it in 1 quarter.
Estate Counselors's Macy's position peaked at $3.72M in Q4 2025.
479 funds tracked by Wall St. Rank held Macy's as of Q1 2026.

Based on Estate Counselors's 13F filing for Q1 2026, filed 15 May 2026.