BFC Planning, Inc.’s Macy's M Stock Holding History

BFC Planning, Inc.’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 Q2	$8.24K	Hold	350	–	–	﹤0.01%	2464
2026 Q1	$6.33K	Sell	350 -5	-1%	-$101	﹤0.01%	2222
2025 Q4	$7.83K	Buy	355 +5	+1%	+$102	﹤0.01%	2167
2025 Q3	$6.28K	Sell	350 -2,500	-88%	-$35.4K	﹤0.01%	2111
2025 Q2	$33.2K	Hold	2,850	–	–	﹤0.01%	1288
2025 Q1	$35.8K	Buy	2,850 +2,500	+714%	+$36.3K	﹤0.01%	1239
2024 Q4	$5.93K	Buy	+350	New	+$5.58K	﹤0.01%	1962

Other funds holding M

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

BFC Planning, Inc.'s M Position: Q2 2026 in Review

BFC Planning, Inc. held its Macy's (M) position steady in Q2 2026 at 350 shares worth $8.24K. The position accounts for ﹤0.01% of the portfolio, ranked #2464.

BFC Planning, Inc. first reported a position in M in Q4 2024 and has held it in 7 quarters since. The position peaked at $35.8K in Q1 2025. 493 funds tracked by Wall St. Rank hold M as of Q2 2026.

BFC Planning, Inc. held 350 shares of Macy's worth $8.24K as of Q2 2026.
BFC Planning, Inc. left its Macy's share count unchanged in Q2 2026.
Macy's made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2464 holding.
BFC Planning, Inc. first reported a position in Macy's in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s Macy's position peaked at $35.8K in Q1 2025.
493 funds tracked by Wall St. Rank held Macy's as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.