HWM
M icon

HB Wealth Management’s Macy's M Stock Holding History

HB Wealth 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
2026
Q2 		$2.51M Buy
106,499
+756
+0.7% +$15.8K 0.01% 419
2026
Q1 		$1.91M Sell
105,743
-665
-0.6% -$13.5K 0.01% 441
2025
Q4 		$2.35M Buy
106,408
+1,990
+2% +$40.7K 0.02% 380
2025
Q3 		$1.87M Buy
104,418
+1,379
+1% +$19.5K 0.01% 422
2025
Q2 		$1.2M Sell
103,039
-600
-0.6% -$6.95K 0.01% 486
2025
Q1 		$1.3M Buy
103,639
+55
+0.1% +$798 0.01% 479
2024
Q4 		$1.75M Buy
103,584
+91,015
+724% +$1.45M 0.02% 305
2024
Q3 		$197K Buy
12,569
+617
+5% +$10K ﹤0.01% 901
2024
Q2 		$229K Sell
11,952
-1,531
-11% -$29.2K ﹤0.01% 806
2024
Q1 		$270K Buy
13,483
+1,611
+14% +$31.1K ﹤0.01% 699
2023
Q4 		$239K Buy
+11,872
New +$172K ﹤0.01% 686

Other funds holding M

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

HB Wealth Management's M Position: Q2 2026 in Review

HB Wealth Management increased its Macy's (M) stake by 0.71% in Q2 2026, buying an estimated $15.8K and bringing the position to 106,499 shares worth $2.51M. The position accounts for 0.01% of the portfolio, ranked #419.

HB Wealth Management first reported a position in M in Q4 2023 and has held it in 11 quarters since. 490 funds tracked by Wall St. Rank hold M as of Q2 2026.

  • HB Wealth Management held 106,499 shares of Macy's worth $2.51M as of Q2 2026.
  • HB Wealth Management bought 756 Macy's shares in Q2 2026, an estimated $15.8K.
  • Macy's made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #419 holding.
  • HB Wealth Management first reported a position in Macy's in Q4 2023 and has held it in 11 quarters since.
  • 490 funds tracked by Wall St. Rank held Macy's as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.