LJAC
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L.J. Altfest & Co’s Macy's M Stock Holding History

L.J. Altfest & Co’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
2025
Q3 		– Sell
-10,358
Closed -$121K – 363
2025
Q2 		$121K Buy
+10,358
New +$120K 0.01% 326
2020
Q2 		– Sell
-20,647
Closed -$101K – 226
2020
Q1 		$101K Sell
20,647
-3,481
-14% -$47.2K 0.03% 193
2019
Q4 		$410K Buy
+24,128
New +$378K 0.1% 122

Other funds holding M

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

L.J. Altfest & Co's M Position: Q3 2025 in Review

L.J. Altfest & Co sold out of Macy's (M) in Q3 2025, closing a stake of 10,358 shares — an estimated $121K sold.

L.J. Altfest & Co first reported a position in M in Q4 2019 and held it in 3 quarters. The position peaked at $410K in Q4 2019. 436 funds tracked by Wall St. Rank hold M as of Q3 2025.

  • L.J. Altfest & Co reported no remaining Macy's position as of Q3 2025 after selling out during the quarter.
  • L.J. Altfest & Co sold 10,358 Macy's shares in Q3 2025, an estimated $121K.
  • L.J. Altfest & Co first reported a position in Macy's in Q4 2019 and held it in 3 quarters.
  • L.J. Altfest & Co's Macy's position peaked at $410K in Q4 2019.
  • 436 funds tracked by Wall St. Rank held Macy's as of Q3 2025.

Based on L.J. Altfest & Co's 13F filing for Q3 2025, filed 21 Oct 2025.