Intentional Wealth Strategies’s Macy's M Stock Holding History

Intentional Wealth Strategies’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	-63	Closed	-$1.14K	–	549
2026 Q1	$1.14K	Buy	+63	New	+$1.27K	﹤0.01%	746

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

Intentional Wealth Strategies's M Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Macy's (M) in Q2 2026, closing a stake of 63 shares — an estimated $1.14K sold.

Intentional Wealth Strategies first reported a position in M in Q1 2026 and held it in 1 quarter. The position peaked at $1.14K in Q1 2026. 489 funds tracked by Wall St. Rank hold M as of Q2 2026.

Intentional Wealth Strategies reported no remaining Macy's position as of Q2 2026 after selling out during the quarter.
Intentional Wealth Strategies sold 63 Macy's shares in Q2 2026, an estimated $1.14K.
Intentional Wealth Strategies first reported a position in Macy's in Q1 2026 and held it in 1 quarter.
Intentional Wealth Strategies's Macy's position peaked at $1.14K in Q1 2026.
489 funds tracked by Wall St. Rank held Macy's as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.