Global Retirement Partners’s Macy's M Stock Holding History

Global Retirement Partners’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	$28.2K	Buy	+1,198	New	+$25.1K	﹤0.01%	2868
2025 Q4	$21.3K	Buy	+964	New	+$19.7K	﹤0.01%	2841
2024 Q4	$1.91K	Sell	113 -2	-2%	-$32	﹤0.01%	3087
2024 Q3	$1.8K	Sell	115 -175	-60%	-$2.84K	﹤0.01%	2975
2024 Q2	$5.57K	Hold	290	–	–	﹤0.01%	2567
2024 Q1	$5.8K	Sell	290 -356	-55%	-$6.88K	﹤0.01%	2339
2023 Q4	$11.7K	Buy	646 +184	+40%	+$2.66K	﹤0.01%	2005
2023 Q3	$5.31K	Buy	462 +45	+11%	+$630	﹤0.01%	2173
2023 Q2	$6.7K	Buy	417 +209	+100%	+$3.34K	﹤0.01%	2101
2023 Q1	$3.19K	Buy	+208	New	+$4.4K	﹤0.01%	2330
2022 Q4	–	Hold	0	–	–	–	3018
2021 Q4	–	Sell	-50	Closed	-$1K	–	1150
2021 Q3	$1K	Sell	50 -1,199	-96%	-$24K	﹤0.01%	1907
2021 Q2	$24K	Hold	1,249	–	–	﹤0.01%	1130
2021 Q1	$20K	Buy	+1,249	New	+$19.1K	﹤0.01%	1112
2020 Q2	–	Sell	-34	Closed	–	–	1681
2020 Q1	$0	Buy	+34	New	+$461	﹤0.01%	1643
2017 Q1	–	Sell	-39	Closed	-$2K	–	1122
2016 Q4	$2K	Buy	+39	New	+$1.52K	﹤0.01%	963

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

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

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

RAM

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

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Global Retirement Partners's M Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Macy's (M) in Q2 2026: 1,198 shares worth $28.2K. The stake represents ﹤0.01% of the portfolio and ranks #2868 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in M as recently as Q4 2025.

Global Retirement Partners first reported a position in M in Q4 2016 and has held it in 15 quarters since. 489 funds tracked by Wall St. Rank hold M as of Q2 2026.

Global Retirement Partners held 1,198 shares of Macy's worth $28.2K as of Q2 2026.
Macy's was a new Global Retirement Partners position in Q2 2026.
Macy's made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2868 holding.
Global Retirement Partners first reported a position in Macy's in Q4 2016 and has held it in 15 quarters since.
489 funds tracked by Wall St. Rank held Macy's as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.