Impact Partnership Wealth’s Macy's M Stock Holding History

Impact Partnership Wealth’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	-12,504	Closed	-$224K	–	408
2025 Q3	$224K	Sell	12,504 -1,765	-12%	-$25K	0.03%	279
2025 Q2	$166K	Buy	+14,269	New	+$165K	0.03%	282
2025 Q1	–	Sell	-16,871	Closed	-$286K	–	310
2024 Q4	$286K	Buy	16,871 +1,229	+8%	+$19.6K	0.06%	207
2024 Q3	$245K	Sell	15,642 -5,075	-24%	-$82.4K	0.06%	205
2024 Q2	$398K	Buy	+20,717	New	+$396K	0.1%	134
2024 Q1	–	Sell	-14,600	Closed	-$294K	–	802
2023 Q4	$294K	Buy	14,600 +14,411	+7,625%	+$209K	0.11%	121
2023 Q3	$2.19K	Sell	189 -18,876	-99%	-$264K	﹤0.01%	824
2023 Q2	$306K	Buy	+19,065	New	+$305K	0.11%	138

Other funds holding M

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Impact Partnership Wealth's M Position: Q4 2025 in Review

Impact Partnership Wealth sold out of Macy's (M) in Q4 2025, closing a stake of 12,504 shares — an estimated $224K sold.

Impact Partnership Wealth first reported a position in M in Q2 2023 and held it in 8 quarters. The position peaked at $398K in Q2 2024. 499 funds tracked by Wall St. Rank hold M as of Q4 2025.

Impact Partnership Wealth reported no remaining Macy's position as of Q4 2025 after selling out during the quarter.
Impact Partnership Wealth sold 12,504 Macy's shares in Q4 2025, an estimated $224K.
Impact Partnership Wealth first reported a position in Macy's in Q2 2023 and held it in 8 quarters.
Impact Partnership Wealth's Macy's position peaked at $398K in Q2 2024.
499 funds tracked by Wall St. Rank held Macy's as of Q4 2025.

Based on Impact Partnership Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.