JSW
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Journey Strategic Wealth’s Macy's M Stock Holding History

Journey Strategic 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
2026
Q1 		– Sell
-11,186
Closed -$247K – 860
2025
Q4 		$247K Buy
11,186
+884
+9% +$18.1K 0.01% 598
2025
Q3 		$185K Buy
+10,302
New +$146K 0.01% 683
2023
Q1 		– Sell
-10,498
Closed -$217K – 269
2022
Q4 		$217K Sell
10,498
-1,089
-9% -$22.3K 0.03% 199
2022
Q3 		$182K Buy
+11,587
New +$205K 0.02% 162
2022
Q2 		– Sell
-11,467
Closed -$279K – 173
2022
Q1 		$279K Buy
11,467
+240
+2% +$6.15K 0.03% 106
2021
Q4 		$294K Buy
+11,227
New +$306K 0.03% 123

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 $2.64B AUM 33.18% 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

Journey Strategic Wealth's M Position: Q1 2026 in Review

Journey Strategic Wealth sold out of Macy's (M) in Q1 2026, closing a stake of 11,186 shares — an estimated $247K sold.

Journey Strategic Wealth first reported a position in M in Q4 2021 and held it in 6 quarters. The position peaked at $294K in Q4 2021. 477 funds tracked by Wall St. Rank hold M as of Q1 2026.

  • Journey Strategic Wealth reported no remaining Macy's position as of Q1 2026 after selling out during the quarter.
  • Journey Strategic Wealth sold 11,186 Macy's shares in Q1 2026, an estimated $247K.
  • Journey Strategic Wealth first reported a position in Macy's in Q4 2021 and held it in 6 quarters.
  • Journey Strategic Wealth's Macy's position peaked at $294K in Q4 2021.
  • 477 funds tracked by Wall St. Rank held Macy's as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.