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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

RAM

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HB Wealth Management's M Position: Q1 2026 in Review

HB Wealth Management reduced its Macy's (M) stake by 0.62% in Q1 2026, selling an estimated $13.5K and leaving 105,743 shares worth $1.91M. The position accounts for 0.01% of the portfolio, ranked #441.

HB Wealth Management first reported a position in M in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.35M in Q4 2025. 476 funds tracked by Wall St. Rank hold M as of Q1 2026.

HB Wealth Management held 105,743 shares of Macy's worth $1.91M as of Q1 2026.
HB Wealth Management sold 665 Macy's shares in Q1 2026, an estimated $13.5K.
Macy's made up 0.01% of HB Wealth Management's portfolio in Q1 2026, its #441 holding.
HB Wealth Management first reported a position in Macy's in Q4 2023 and has held it in 10 quarters since.
HB Wealth Management's Macy's position peaked at $2.35M in Q4 2025.
476 funds tracked by Wall St. Rank held Macy's as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.