Forum Financial Management’s Macy's M Stock Holding History

Forum Financial Management’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
2025 Q1	–	Sell	-10,444	Closed	-$177K	–	908
2024 Q4	$177K	Buy	+10,444	New	+$166K	﹤0.01%	859

Other funds holding M

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

CCPM

Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.4B AUM 29.54% 1-Year Est. Return

Forum Financial Management's M Position: Q1 2025 in Review

Forum Financial Management sold out of Macy's (M) in Q1 2025, closing a stake of 10,444 shares — an estimated $177K sold.

Forum Financial Management first reported a position in M in Q4 2024 and held it in 1 quarter. The position peaked at $177K in Q4 2024. 412 funds tracked by Wall St. Rank hold M as of Q1 2025.

Forum Financial Management reported no remaining Macy's position as of Q1 2025 after selling out during the quarter.
Forum Financial Management sold 10,444 Macy's shares in Q1 2025, an estimated $177K.
Forum Financial Management first reported a position in Macy's in Q4 2024 and held it in 1 quarter.
Forum Financial Management's Macy's position peaked at $177K in Q4 2024.
412 funds tracked by Wall St. Rank held Macy's as of Q1 2025.

Based on Forum Financial Management's 13F filing for Q1 2025, filed 2 May 2025.