Frank Rimerman Advisors
M icon

Frank Rimerman Advisors’s Macy's M Stock Holding History

Frank Rimerman 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
Q3 		$332K Sell
14,562
-883
-6% -$20.5K 0.02% 501
2026
Q2 		$364K Buy
15,445
+950
+7% +$19.9K 0.02% 476
2026
Q1 		$262K Sell
14,495
-36
-0.2% -$729 0.02% 524
2025
Q4 		$320K Buy
14,531
+36
+0.2% +$737 0.02% 489
2025
Q3 		$260K Sell
14,495
-68
-0.5% -$963 0.02% 519
2025
Q2 		$170K Buy
+14,563
New +$169K 0.01% 549

Other funds holding M

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Frank Rimerman Advisors's M Position: Q3 2026 in Review

Frank Rimerman Advisors reduced its Macy's (M) stake by 5.7% in Q3 2026, selling an estimated $20.5K and leaving 14,562 shares worth $332K. The position accounts for 0.02% of the portfolio, ranked #501.

Frank Rimerman Advisors first reported a position in M in Q2 2025 and has held it in 6 quarters since. The position peaked at $364K in Q2 2026. 280 funds tracked by Wall St. Rank hold M as of Q3 2026.

  • Frank Rimerman Advisors held 14,562 shares of Macy's worth $332K as of Q3 2026.
  • Frank Rimerman Advisors sold 883 Macy's shares in Q3 2026, an estimated $20.5K.
  • Macy's made up 0.02% of Frank Rimerman Advisors's portfolio in Q3 2026, its #501 holding.
  • Frank Rimerman Advisors first reported a position in Macy's in Q2 2025 and has held it in 6 quarters since.
  • Frank Rimerman Advisors's Macy's position peaked at $364K in Q2 2026.
  • 280 funds tracked by Wall St. Rank held Macy's as of Q3 2026.

Based on Frank Rimerman Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.