Larson Financial Group’s Macy's M Stock Holding History

Larson Financial Group’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	$5.65K	Sell	312 -385	-55%	-$7.79K	﹤0.01%	2540
2025 Q4	$15.4K	Buy	697 +464	+199%	+$9.5K	﹤0.01%	1861
2025 Q3	$4.19K	Sell	233 -1,267	-84%	-$17.9K	﹤0.01%	2420
2025 Q2	$17.5K	Buy	1,500 +1,481	+7,795%	+$17.2K	﹤0.01%	1550
2025 Q1	$239	Buy	+19	New	+$276	﹤0.01%	2751
2021 Q4	–	Sell	-252	Closed	-$6K	–	1141
2021 Q3	$6K	Hold	252	–	–	﹤0.01%	672
2021 Q2	$5K	Hold	252	–	–	﹤0.01%	636
2021 Q1	$4K	Buy	+252	New	+$3.85K	﹤0.01%	650
2019 Q3	–	Sell	-100	Closed	-$2K	–	589
2019 Q2	$2K	Hold	100	–	–	﹤0.01%	392
2019 Q1	$2K	Hold	100	–	–	﹤0.01%	383
2018 Q4	$3K	Buy	+100	New	+$3.29K	﹤0.01%	327

Other funds holding M

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

RWC Asset Management London, United Kingdom $2.4B AUM 29.54% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $761B AUM 31.28% 1-Year Est. Return