Innovative Asset Advisors Group’s Macy's M Stock Holding History

Innovative Asset Advisors Group’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	–	Sell	-208	Closed	-$3.77K	–	703
2026 Q1	$3.77K	Buy	+208	New	+$4.21K	﹤0.01%	812

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

Innovative Asset Advisors Group's M Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Macy's (M) in Q2 2026, closing a stake of 208 shares — an estimated $3.77K sold.

Innovative Asset Advisors Group first reported a position in M in Q1 2026 and held it in 1 quarter. The position peaked at $3.77K in Q1 2026. 452 funds tracked by Wall St. Rank hold M as of Q2 2026.

Innovative Asset Advisors Group reported no remaining Macy's position as of Q2 2026 after selling out during the quarter.
Innovative Asset Advisors Group sold 208 Macy's shares in Q2 2026, an estimated $3.77K.
Innovative Asset Advisors Group first reported a position in Macy's in Q1 2026 and held it in 1 quarter.
Innovative Asset Advisors Group's Macy's position peaked at $3.77K in Q1 2026.
452 funds tracked by Wall St. Rank held Macy's as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.