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
Q2 		– Sell
-176,709
Closed -$3.2M – 1485
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 $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

Kingsview Wealth Management's M Position: Q2 2026 in Review

Kingsview Wealth Management sold out of Macy's (M) in Q2 2026, closing a stake of 176,709 shares — an estimated $3.2M sold.

Kingsview Wealth Management first reported a position in M in Q2 2024 and held it in 4 quarters. The position peaked at $3.52M in Q4 2025. 490 funds tracked by Wall St. Rank hold M as of Q2 2026.

  • Kingsview Wealth Management reported no remaining Macy's position as of Q2 2026 after selling out during the quarter.
  • Kingsview Wealth Management sold 176,709 Macy's shares in Q2 2026, an estimated $3.2M.
  • Kingsview Wealth Management first reported a position in Macy's in Q2 2024 and held it in 4 quarters.
  • Kingsview Wealth Management's Macy's position peaked at $3.52M in Q4 2025.
  • 490 funds tracked by Wall St. Rank held Macy's as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.