IWC
M icon

Integrated Wealth Concepts’s Macy's M Stock Holding History

Integrated Wealth Concepts’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 		$735K Buy
+31,230
New +$654K ﹤0.01% 1419
2023
Q1 		– Sell
-64,896
Closed -$1.34M – 1375
2022
Q4 		$1.34M Buy
64,896
+47,766
+279% +$978K 0.04% 408
2022
Q3 		$268K Sell
17,130
-53,707
-76% -$951K 0.01% 771
2022
Q2 		$1.3M Buy
+70,837
New +$1.6M 0.04% 378

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 $3.37T 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
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

Integrated Wealth Concepts's M Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Macy's (M) in Q2 2026: 31,230 shares worth $735K. The stake represents ﹤0.01% of the portfolio and ranks #1419 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in M as recently as Q4 2022.

Integrated Wealth Concepts first reported a position in M in Q2 2022 and has held it in 4 quarters since. The position peaked at $1.34M in Q4 2022. 490 funds tracked by Wall St. Rank hold M as of Q2 2026.

  • Integrated Wealth Concepts held 31,230 shares of Macy's worth $735K as of Q2 2026.
  • Macy's was a new Integrated Wealth Concepts position in Q2 2026.
  • Macy's made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1419 holding.
  • Integrated Wealth Concepts first reported a position in Macy's in Q2 2022 and has held it in 4 quarters since.
  • Integrated Wealth Concepts's Macy's position peaked at $1.34M in Q4 2022.
  • 490 funds tracked by Wall St. Rank held Macy's as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.