Jacobs Levy Equity Management
M icon

Jacobs Levy Equity Management’s Macy's M Stock Holding History

Jacobs Levy Equity Management’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
Q1 		– Sell
-9,918
Closed -$219K – 1025
2025
Q4 		$219K Sell
9,918
-1,553
-14% -$31.8K ﹤0.01% 881
2025
Q3 		$206K Buy
+11,471
New +$162K ﹤0.01% 918
2022
Q3 		– Sell
-960,821
Closed -$17.6M – 1102
2022
Q2 		$17.6M Buy
960,821
+846,199
+738% +$19.1M 0.14% 186
2022
Q1 		$2.79M Buy
+114,622
New +$2.94M 0.02% 553
2021
Q4 		– Sell
-72,091
Closed -$1.63M – 1033
2021
Q3 		$1.63M Sell
72,091
-32,412
-31% -$648K 0.01% 652
2021
Q2 		$1.98M Buy
+104,503
New +$1.86M 0.01% 598
2020
Q3 		– Sell
-370,596
Closed -$2.55M – 1073
2020
Q2 		$2.55M Buy
+370,596
New +$2.28M 0.03% 476
2017
Q3 		– Sell
-139,660
Closed -$3.25M – 997
2017
Q2 		$3.25M Sell
139,660
-38,990
-22% -$999K 0.07% 322
2017
Q1 		$5.29M Buy
+178,650
New +$5.52M 0.11% 241
2014
Q4 		– Sell
-485,520
Closed -$28.2M – 868
2014
Q3 		$28.2M Sell
485,520
-25,620
-5% -$1.52M 0.47% 56
2014
Q2 		$29.7M Sell
511,140
-80
-0% -$4.64K 0.49% 50
2014
Q1 		$30.3M Buy
511,220
+497,290
+3,570% +$27.6M 0.51% 50
2013
Q4 		$744K Buy
+13,930
New +$675K 0.01% 643
2013
Q3 		– Sell
-38,530
Closed -$1.85M – 980
2013
Q2 		$1.85M Buy
+38,530
New +$1.79M 0.03% 434

Other funds holding M

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RAM
RWC Asset Management London, United Kingdom $2.4B AUM 29.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jacobs Levy Equity Management's M Position: Q1 2026 in Review

Jacobs Levy Equity Management sold out of Macy's (M) in Q1 2026, closing a stake of 9,918 shares — an estimated $219K sold.

Jacobs Levy Equity Management first reported a position in M in Q2 2013 and held it in 14 quarters. The position peaked at $30.3M in Q1 2014. 476 funds tracked by Wall St. Rank hold M as of Q1 2026.

  • Jacobs Levy Equity Management reported no remaining Macy's position as of Q1 2026 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 9,918 Macy's shares in Q1 2026, an estimated $219K.
  • Jacobs Levy Equity Management first reported a position in Macy's in Q2 2013 and held it in 14 quarters.
  • Jacobs Levy Equity Management's Macy's position peaked at $30.3M in Q1 2014.
  • 476 funds tracked by Wall St. Rank held Macy's as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.