LPL Financial’s Macy's M Stock Holding History

LPL Financial’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
2018 Q3	–	Sell	-8,100	Closed	-$303K	–	3277
2018 Q2	$303K	Buy	+8,100	New	+$271K	﹤0.01%	2640

Other funds holding M

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial's M Position: Q1 2026 in Review

LPL Financial reduced its Macy's (M) stake by 0.12% in Q1 2026, selling an estimated $3.5K and leaving 143,332 shares worth $2.59M. The position accounts for ﹤0.01% of the portfolio, ranked #3251.

LPL Financial first reported a position in M in Q2 2013 and has held it in 50 quarters since. The position peaked at $4.39M in Q1 2017. 477 funds tracked by Wall St. Rank hold M as of Q1 2026.

LPL Financial held 143,332 shares of Macy's worth $2.59M as of Q1 2026.
LPL Financial sold 173 Macy's shares in Q1 2026, an estimated $3.5K.
Macy's made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3251 holding.
LPL Financial first reported a position in Macy's in Q2 2013 and has held it in 50 quarters since.
LPL Financial's Macy's position peaked at $4.39M in Q1 2017.
477 funds tracked by Wall St. Rank held Macy's as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.