Focus Partners Wealth
M icon

Focus Partners Wealth’s Macy's M Stock Holding History

Focus Partners 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 		$760K Sell
41,973
-49,990
-54% -$1.01M ﹤0.01% 1728
2025
Q4 		$2.02M Buy
91,963
+58,473
+175% +$1.2M ﹤0.01% 1316
2025
Q3 		$601K Sell
33,490
-18,344
-35% -$260K ﹤0.01% 1534
2025
Q2 		$605K Sell
51,834
-6,363
-11% -$73.7K ﹤0.01% 1337
2025
Q1 		$731K Buy
58,197
+14,489
+33% +$210K ﹤0.01% 1185
2024
Q4 		$740K Sell
43,708
-21,324
-33% -$340K ﹤0.01% 1165
2024
Q3 		$1.02M Buy
+65,032
New +$1.06M ﹤0.01% 939

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

Focus Partners Wealth's M Position: Q1 2026 in Review

Focus Partners Wealth reduced its Macy's (M) stake by 54% in Q1 2026, selling an estimated $1.01M and leaving 41,973 shares worth $760K. The position accounts for ﹤0.01% of the portfolio, ranked #1728.

Focus Partners Wealth first reported a position in M in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.02M in Q4 2025. 476 funds tracked by Wall St. Rank hold M as of Q1 2026.

  • Focus Partners Wealth held 41,973 shares of Macy's worth $760K as of Q1 2026.
  • Focus Partners Wealth sold 49,990 Macy's shares in Q1 2026, an estimated $1.01M.
  • Macy's made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1728 holding.
  • Focus Partners Wealth first reported a position in Macy's in Q3 2024 and has held it in 7 quarters since.
  • Focus Partners Wealth's Macy's position peaked at $2.02M in Q4 2025.
  • 476 funds tracked by Wall St. Rank held Macy's as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.