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

Legacy 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
Q1 		$588K Sell
32,520
-950
-3% -$19.2K 0.08% 202
2025
Q4 		$738K Buy
33,470
+959
+3% +$19.6K 0.1% 170
2025
Q3 		$583K Buy
32,511
+354
+1% +$5.01K 0.08% 210
2025
Q2 		$375K Buy
32,157
+15,618
+94% +$181K 0.06% 242
2025
Q1 		$208K Sell
16,539
-9
-0.1% -$131 0.03% 346
2024
Q4 		$280K Hold
16,548
– – 0.05% 282
2024
Q3 		$260K Sell
16,548
-344
-2% -$5.59K 0.04% 298
2024
Q2 		$324K Buy
16,892
+310
+2% +$5.92K 0.06% 239
2024
Q1 		$331K Buy
16,582
+46
+0.3% +$889 0.06% 233
2023
Q4 		$333K Hold
16,536
– – 0.06% 214
2023
Q3 		$192K Buy
+16,536
New +$232K 0.04% 250
2020
Q4 		– Sell
-25,021
Closed -$143K – 150
2020
Q3 		$143K Buy
+25,021
New +$167K 0.04% 129
2019
Q2 		– Sell
-558
Closed -$13K – 579
2019
Q1 		$13K Buy
558
+503
+915% +$12.7K ﹤0.01% 564
2018
Q4 		$2K Sell
55
-140
-72% -$4.61K ﹤0.01% 846
2018
Q3 		$6K Buy
195
+174
+829% +$6.47K ﹤0.01% 654
2018
Q2 		$1K Hold
21
– – ﹤0.01% 879
2018
Q1 		$0 Hold
21
– – ﹤0.01% 874
2017
Q4 		$0 Buy
+21
New +$461 ﹤0.01% 842

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 $2.64B AUM 33.18% 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

Legacy Financial Advisors's M Position: Q1 2026 in Review

Legacy Financial Advisors reduced its Macy's (M) stake by 2.8% in Q1 2026, selling an estimated $19.2K and leaving 32,520 shares worth $588K. The position accounts for 0.08% of the portfolio, ranked #202.

Legacy Financial Advisors first reported a position in M in Q4 2017 and has held it in 18 quarters since. The position peaked at $738K in Q4 2025. 477 funds tracked by Wall St. Rank hold M as of Q1 2026.

  • Legacy Financial Advisors held 32,520 shares of Macy's worth $588K as of Q1 2026.
  • Legacy Financial Advisors sold 950 Macy's shares in Q1 2026, an estimated $19.2K.
  • Macy's made up 0.08% of Legacy Financial Advisors's portfolio in Q1 2026, its #202 holding.
  • Legacy Financial Advisors first reported a position in Macy's in Q4 2017 and has held it in 18 quarters since.
  • Legacy Financial Advisors's Macy's position peaked at $738K in Q4 2025.
  • 477 funds tracked by Wall St. Rank held Macy's as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.