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 $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

LPL Financial's M Position: Q2 2026 in Review

LPL Financial increased its Macy's (M) stake by 5.3% in Q2 2026, buying an estimated $158K and bringing the position to 150,869 shares worth $3.55M. The position accounts for ﹤0.01% of the portfolio, ranked #3124.

LPL Financial first reported a position in M in Q2 2013 and has held it in 51 quarters since. The position peaked at $4.39M in Q1 2017. 490 funds tracked by Wall St. Rank hold M as of Q2 2026.

LPL Financial held 150,869 shares of Macy's worth $3.55M as of Q2 2026.
LPL Financial bought 7,537 Macy's shares in Q2 2026, an estimated $158K.
Macy's made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3124 holding.
LPL Financial first reported a position in Macy's in Q2 2013 and has held it in 51 quarters since.
LPL Financial's Macy's position peaked at $4.39M in Q1 2017.
490 funds tracked by Wall St. Rank held Macy's as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.