HWA
M icon

HHM Wealth Advisors’s Macy's M Stock Holding History

HHM Wealth 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
2025
Q4 		– Sell
-600
Closed -$10.8K – 874
2025
Q3 		$10.8K Hold
600
– – ﹤0.01% 627
2025
Q2 		$7K Hold
600
– – ﹤0.01% 653
2025
Q1 		$7.54K Hold
600
– – ﹤0.01% 629
2024
Q4 		$10.2K Hold
600
– – ﹤0.01% 589
2024
Q3 		$9.41K Buy
600
+400
+200% +$6.5K ﹤0.01% 573
2024
Q2 		$3.84K Buy
200
+150
+300% +$2.87K ﹤0.01% 659
2024
Q1 		$1K Hold
50
– – ﹤0.01% 702
2023
Q4 		$1.01K Buy
+50
New +$724 ﹤0.01% 698

Other funds holding M

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

HHM Wealth Advisors's M Position: Q4 2025 in Review

HHM Wealth Advisors sold out of Macy's (M) in Q4 2025, closing a stake of 600 shares — an estimated $10.8K sold.

HHM Wealth Advisors first reported a position in M in Q4 2023 and held it in 8 quarters. The position peaked at $10.8K in Q3 2025. 499 funds tracked by Wall St. Rank hold M as of Q4 2025.

  • HHM Wealth Advisors reported no remaining Macy's position as of Q4 2025 after selling out during the quarter.
  • HHM Wealth Advisors sold 600 Macy's shares in Q4 2025, an estimated $10.8K.
  • HHM Wealth Advisors first reported a position in Macy's in Q4 2023 and held it in 8 quarters.
  • HHM Wealth Advisors's Macy's position peaked at $10.8K in Q3 2025.
  • 499 funds tracked by Wall St. Rank held Macy's as of Q4 2025.

Based on HHM Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.