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Kelleher Financial Advisors’s Macy's M Stock Holding History

Kelleher Financial Advisors’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 		$3.58K Buy
+152
New +$3.18K ﹤0.01% 703

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

Kelleher Financial Advisors's M Position: Q2 2026 in Review

Kelleher Financial Advisors opened a new position in Macy's (M) in Q2 2026: 152 shares worth $3.58K. The stake represents ﹤0.01% of the portfolio and ranks #703 among its holdings.

488 funds tracked by Wall St. Rank hold M as of Q2 2026.

  • Kelleher Financial Advisors held 152 shares of Macy's worth $3.58K as of Q2 2026.
  • Macy's was a new Kelleher Financial Advisors position in Q2 2026.
  • Macy's made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #703 holding.
  • 488 funds tracked by Wall St. Rank held Macy's as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.