KWM
M icon

Kingsview Wealth Management’s Macy's M Stock Holding History

Kingsview Wealth 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 		$3.2M Buy
176,709
+16,872
+11% +$342K 0.04% 404
2025
Q4 		$3.52M Buy
+159,837
New +$3.27M 0.05% 347
2025
Q3 		– Sell
-28,560
Closed -$333K – 1257
2025
Q2 		$333K Buy
+28,560
New +$331K 0.01% 902
2024
Q3 		– Sell
-93,795
Closed -$1.8M – 1132
2024
Q2 		$1.8M Buy
+93,795
New +$1.79M 0.04% 374

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

Kingsview Wealth Management's M Position: Q1 2026 in Review

Kingsview Wealth Management increased its Macy's (M) stake by 11% in Q1 2026, buying an estimated $342K and bringing the position to 176,709 shares worth $3.2M. The position accounts for 0.04% of the portfolio, ranked #404.

Kingsview Wealth Management first reported a position in M in Q2 2024 and has held it in 4 quarters since. The position peaked at $3.52M in Q4 2025. 476 funds tracked by Wall St. Rank hold M as of Q1 2026.

  • Kingsview Wealth Management held 176,709 shares of Macy's worth $3.2M as of Q1 2026.
  • Kingsview Wealth Management bought 16,872 Macy's shares in Q1 2026, an estimated $342K.
  • Macy's made up 0.04% of Kingsview Wealth Management's portfolio in Q1 2026, its #404 holding.
  • Kingsview Wealth Management first reported a position in Macy's in Q2 2024 and has held it in 4 quarters since.
  • Kingsview Wealth Management's Macy's position peaked at $3.52M in Q4 2025.
  • 476 funds tracked by Wall St. Rank held Macy's as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.